Kile Joseph Kropko
Investment adviser representative at Creative Planning
13 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
13 years in the industry.
- Creative Planning, LLCApr 2023 to now
- Roth Staffing CompanyFeb 2022 to Feb 2023
- AppleOct 2019 to Apr 2023
- Klk Capital ManagementSep 2019 to Dec 2019
- Orange County Baseball Officials AssociationOct 2017 to Jan 2021
- Bj's Restaurant and BrewhouseOct 2017 to Oct 2019
- University of California, IrvineSep 2017 to Dec 2020
- Castle ParkJun 2017 to Sep 2017
- Pony BaseballAug 2015 to Oct 2019
- Santiago High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7760396
- Firm CRD
- 105348