Krisha Meghann Kozlowski
Investment adviser representative at Creative Planning
19 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
19 years in the industry.
- Creative Planning, LLCJan 2022 to now
- Paradigm Financial AdvisorsNov 2021 to Dec 2021
- WipfliJun 2021 to Nov 2021
- Mueller Prost PcOct 2018 to Jun 2021
- UnemployedJun 2018 to Sep 2018
- Brian Toennies & AssociatesOct 2007 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7803559
- Firm CRD
- 105348