Riley Christian Wells
Investment adviser representative at Creative Planning
8 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
8 years in the industry.
- Creative Planning, LLCAug 2024 to now
- UnemployedMay 2024 to Sep 2024
- University of ArkansasAug 2023 to May 2024
- UnemployedMay 2023 to Aug 2023
- Atwood Golf CourseJun 2020 to Aug 2020
- Illinois State UniversityAug 2019 to May 2023
- Willow Creek Community ChurchJun 2019 to Aug 2019
- Rockford Christian High SchoolAug 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7981049
- Firm CRD
- 105348