Anthony Phillip Felipe
Investment adviser representative at Creative Planning
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Anthony Phillip Felipe? Claim your profile
Contact this firm
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
14 years in the industry.
- Creative Planning, LLCNov 2024 to now
- Rossby Financial, LLCAug 2024 to Nov 2024
- Cambridge Investment Research Advisors, Inc.Sep 2022 to Aug 2024
- Cambridge Investment Research, Inc.Jun 2020 to Aug 2024
- Virginia Tech Student Athlete Academic Support ServicesJan 2020 to Jun 2020
- Virginia Tech Dining ServicesSep 2019 to Jan 2020
- Variant Private WealthMay 2019 to Aug 2019
- Virginia Tech Services (bought Out By Follett After I Left)Dec 2016 to Feb 2019
- Our Lady Queen of Peace Catholic ChurchAug 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7266288
- Firm CRD
- 105348