Cassidy Marie Mcmaster
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCJun 2024 to now
- Lawrence Country ClubJan 2024 to May 2024
- American Century InvestmentsJun 2023 to Aug 2023
- Ku Business Career ServicesAug 2022 to May 2024
- Topeka Country ClubMay 2022 to Jun 2023
- Lawrence Country ClubAug 2021 to May 2022
- Joann StoresMay 2021 to Aug 2021
- University of KansasJan 2021 to May 2021
- Coldstone CreameryJan 2019 to Jan 2021
- Washburn Rural High SchoolJan 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7709150
- Firm CRD
- 105348