Dalton Grant Engle
Investment adviser representative at Creative Planning
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Dalton Grant Engle? 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, LLCApr 2023 to now
- Independent Financial Group, LLCAug 2022 to Mar 2023
- Urban Holdings, LLCAug 2022 to Mar 2023
- Peer MentorAug 2022 to Dec 2022
- The Vanguard GroupJun 2022 to Aug 2022
- Full Time StudentSep 2021 to Jun 2022
- Legacy Financial StrategiesJun 2021 to Aug 2021
- K-state AthleticsJun 2020 to Aug 2020
- Little Apple RentalsJun 2016 to Aug 2019
- Full Time StudentOct 2012 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7527063
- Firm CRD
- 105348