Alexander Josue Reyes
Investment adviser representative at Creative Planning
12 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
12 years in the industry.
- Creative Planning, LLCOct 2024 to now
- Edelman Financial EnginesMar 2024 to Oct 2024
- Edward JonesDec 2023 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Dec 2023
- Clean My GovernmentMay 2017 to Jun 2017
- YnbNov 2016 to Feb 2019
- University of Central OklahomaAug 2012 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7425984
- Firm CRD
- 105348