Evan Lamb
Investment adviser representative at Creative Planning
13 yearsExperience
2 statesRegistered in
CFADesignation
$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, LLCDec 2025 to now
- Sageview Advisory GroupOct 2021 to now
- Cetera Wealth Services, LLCDec 2021 to Dec 2025
- CartaMay 2019 to Oct 2021
- The Siegfried GroupDec 2016 to May 2019
- Haskell & White LLPOct 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7466417
- Firm CRD
- 105348