Mark Lawrence Metz
Investment adviser representative at Creative Planning
13 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
13 years in the industry.
- Creative Planning LLCMar 2023 to now
- The Vanguard Group, IncJun 2021 to Mar 2023
- Vermillion Financial AdvisorsJun 2020 to Aug 2020
- Illinois State UniversityAug 2019 to May 2021
- Elgin Community CollegeAug 2017 to May 2019
- Warehouse Direct IncJun 2017 to Jun 2020
- UnemployedAug 2016 to Jun 2017
- Burlington Central High SchoolMay 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7394441
- Firm CRD
- 105348