Kyle Dale Wheeler
Investment adviser representative at Creative Planning
4 yearsExperience
2 statesRegistered 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
4 years in the industry.
- Creative Planning, LLCDec 2018 to now
- UnemployedSep 2018 to Dec 2018
- Bruno's Draft KitsJun 2018 to Sep 2018
- Ford GrovesMay 2017 to May 2018
- Jimmy John'sJun 2016 to May 2017
- Southeast Missouri State UniversityAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7731612
- Firm CRD
- 105348