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Brett Young Manahan

Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business

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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.

  1. Creative Planning, Inc.Jun 2020 to now
  2. The University of Kansas School of BusinessAug 2019 to May 2020
  3. University of KansasJun 2018 to May 2020
  4. The Bromley CompaniesAug 2017 to May 2019
  5. Maize Usd 266May 2014 to Jul 2017

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
7265241
Firm CRD
105348
Advisor's SEC record (opens in a new tab)
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