Skyler Todd Ray
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
- Pfs Investments Inc.Aug 2023 to May 2024
- Primerica Financial ServicesNov 2022 to May 2024
- University of Missouri-kansas CityJun 2022 to Jul 2024
- Hallbrook Country ClubMay 2022 to Jun 2024
- William Jewell CollegeAug 2021 to May 2022
- Nicklaus Golf Club At LionsgateAug 2020 to Aug 2021
- Shawnee Mission South High SchoolAug 2017 to May 2021
- Indian Woods Middle SchoolAug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7776716
- Firm CRD
- 105348