James Martin Meussner
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Creative Planning, LLCJun 2025 to now
- UnemployedJan 2025 to Jun 2025
- Tarbox Family Office, Inc.Jun 2024 to Dec 2024
- Charles Schwab & Co., Inc.Jul 2021 to Jun 2024
- Charles Schwab Bank, SsbJul 2021 to Jun 2024
- Principal Life Insurance CompanySep 2020 to May 2021
- Principal Securities IncSep 2020 to May 2021
- Minnesota Life Insurance CompanyJul 2020 to Sep 2020
- Securian Financial ServicesJul 2020 to Sep 2020
- Tax & Financial GroupMay 2020 to Sep 2020
- Securian Financial ServicesMay 2020 to Jun 2020
- 10 Point Pizza Inc.Feb 2019 to Feb 2020
- Corona Del Mar Pizza Co.Mar 2017 to Apr 2020
- OracleJun 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7256912
- Firm CRD
- 105348