Margaret Ann Fitzgerald
Investment adviser representative at Creative Planning
12 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
12 years in the industry.
- Creative Planning, LLCMay 2021 to now
- Waddell & ReedJun 2020 to Apr 2021
- G.L. HuyettAug 2019 to Jun 2020
- Yrc FreightMay 2019 to Jul 2019
- Ferrell CapitalMay 2018 to Aug 2018
- Kansas State Housing and DiningAug 2017 to May 2018
- Kansas State UniversityAug 2016 to May 2020
- Blue Chip CookiesMay 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7259573
- Firm CRD
- 105348