Brendon Dean Frazier
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.
- Creative Planning, LLCAug 2026 to now
- Colorado Army National GuardJul 2015 to now
- Empower Advisory Group, LLCApr 2023 to Aug 2026
- Personal Capital Advisors CorporationSep 2019 to Apr 2023
- Groove SubaruMay 2019 to Jun 2019
- Flatirons SubaruNov 2016 to Aug 2017
- University of Colorado, BoulderAug 2014 to Aug 2018
- Advance AutopartsAug 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7308792
- Firm CRD
- 105348