Emily Ann Reeves
Investment adviser representative at Creative Planning
23 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Emily Ann Reeves? 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
23 years in the industry.
- Creative Planning, LLCNov 2024 to now
- Raymond James Financial Services AdvisorsSep 2021 to Oct 2024
- Krivoshein Mcdaniels FinancialMay 2021 to Oct 2024
- Washington State University - Gear UpFeb 2020 to Mar 2020
- Eritage HospitalitySep 2019 to Sep 2019
- Washington State UniversityAug 2018 to May 2021
- Washington State University - Gear UpDec 2016 to Apr 2019
- Stay At Home ParentSep 2003 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7390933
- Firm CRD
- 105348