Guilherme Henrique Silva dos santos
Investment adviser representative at Creative Planning
13 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
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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, LLCNov 2024 to now
- Bank of America N.AApr 2022 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Nov 2024
- Garmin InternationalJul 2020 to Apr 2022
- Kc Dumpster Company/r.r Taylor ConstructionMar 2020 to Jul 2020
- UnemployedJul 2019 to Mar 2020
- Devry Brasil (metrocamp)Jan 2016 to Dec 2017
- Una Telecom (formerly Keraxweb)Jun 2013 to Jul 2019
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
- 7543838
- Firm CRD
- 105348