Jennifer Wei
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCMay 2023 to now
- Wipfli Financial AdvisorsMay 2022 to Aug 2022
- Gies College of BusinessAug 2021 to Dec 2021
- AbbvieMay 2021 to Aug 2021
- Ifsi/university of Illinois @ Urbana ChampaignAug 2020 to Mar 2023
- Caffe BeneSep 2019 to Mar 2023
- University of Illinois @ Urbana ChampaignAug 2019 to Dec 2022
- Starbucks At UnionMay 2019 to Sep 2019
- Gracie Pie ApothecaryMay 2017 to May 2019
- Kankakee High SchoolAug 2015 to May 2019
- Great Wall Chinese RestaurantJan 2015 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7746988
- Firm CRD
- 105348