John Patrick Sentner
Investment adviser representative at Creative Planning
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you John Patrick Sentner? 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
15 years in the industry.
- Creative Planning, LLCOct 2025 to now
- Wellspring Financial PartnersJun 2021 to Sep 2025
- Jackson Hewitt Tax ServicesDec 2020 to Apr 2021
- SpiceologyOct 2020 to Dec 2020
- Ymca of Greater PittsburghJul 2020 to Aug 2020
- Catholic Charities PittsburghMay 2019 to Aug 2019
- Ymca of the Rockies Estes Park CenterMay 2018 to Aug 2018
- Gonzaga UniversityAug 2017 to May 2021
- SabbaticalOct 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7450225
- Firm CRD
- 105348