Joshua James Mcmahon
Investment adviser representative at Creative Planning
15 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
15 years in the industry.
- Creative Planning, LLCOct 2022 to now
- Wisconsin Interscholastic Athletic AssociationOct 2016 to now
- Wipfli Financial Advisors, LLCJan 2021 to Sep 2022
- Wipfli Financial Advisors, LLCJan 2020 to Dec 2020
- University of Wisconsin - MadisonAug 2017 to Dec 2020
- Menomonee Falls School DistrictMar 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7357509
- Firm CRD
- 105348