Sydney Clara Bohlinger
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 LLCFeb 2023 to now
- Investment Center Advisor GroupMay 2022 to Aug 2022
- Live ActionMay 2021 to Sep 2021
- Bank of ColoradoMay 2020 to May 2021
- Ryan and Lindsay BohlingerMar 2020 to May 2020
- The ChuckwagonFeb 2020 to Mar 2020
- Bonefish GrillMay 2019 to Aug 2019
- King SoopersMay 2019 to Aug 2019
- Down To Earth Dry CleanersMar 2019 to May 2019
- Mary KayJan 2019 to Aug 2019
- University of Wyoming Athletic DepartmentAug 2018 to Dec 2022
- Curry HouseholdMay 2018 to Aug 2018
- Four and Twenty BlackbirdsOct 2017 to Jul 2018
- Food StandAug 2016 to Aug 2017
- Windsor High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7259929
- Firm CRD
- 105348