Keaton James Stramberg
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Keaton James Stramberg? Claim your profile
Contact this firm
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
12 years in the industry.
- Creative Planning, LLCJun 2025 to now
- The Hawk TavernJun 2024 to Mar 2025
- Jayhawk CafeFeb 2022 to May 2025
- University of KansasAug 2021 to May 2025
- College Works PaintingMay 2021 to Aug 2022
- Lawrence Parks & RecreationApr 2018 to Jul 2018
- Lawrence Free State High SchoolAug 2017 to May 2021
- Lawrence Parks & RecreationNov 2016 to Feb 2017
- Southwest Middle SchoolAug 2014 to May 2017
- Kjs LawncareMay 2014 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7789157
- Firm CRD
- 105348