Zechariah Daugherty
Investment adviser representative at Creative Planning
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Zechariah Daugherty? 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, LLCJan 2026 to now
- Alti Tiedemann GlobalSep 2024 to Jan 2026
- Goldman SachsJul 2022 to Aug 2024
- Goldman SachsMay 2021 to Aug 2021
- Tindale-oliver & AssociatesJun 2019 to Nov 2019
- Tde BaltimoreJun 2018 to Aug 2018
- Papa John'sMay 2017 to Jul 2017
- SchoolMay 2012 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7398986
- Firm CRD
- 105348