Hanna Grace Kennedy
Investment adviser representative at Creative Planning
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Reilly Financial Adviosrs, LLCAug 2021 to Dec 2021
- Reilly Finanical Advisors, LLCJul 2019 to Aug 2021
- County of San DiegoJun 2016 to Nov 2017
- Burger Lounge RestaurantsMay 2012 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7259013
- Firm CRD
- 105348