Aidan Joseph Siefkes
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCJun 2024 to now
- Olathe Ford CommercialMay 2023 to Aug 2023
- Scheffield Tree ServiceJun 2022 to Sep 2022
- Fry WagnerMay 2021 to Dec 2021
- Kansas State UniversityAug 2020 to May 2024
- Eye AssociatesMay 2018 to Apr 2021
- Urban AirMay 2017 to Mar 2018
- Blue Valley High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7948766
- Firm CRD
- 105348