Brandon Gabriel Weed
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCMay 2026 to now
- Helix Charter High SchoolOct 2023 to now
- Newedge Advisors, LLCSep 2025 to Apr 2026
- MML Investors Services, LLCOct 2024 to Sep 2025
- Massmutual Life Insurance CoNov 2022 to Sep 2025
- Grossmont High SchoolOct 2022 to Jun 2023
- Tower 23 HotelJul 2021 to Apr 2026
- University of California, San DiegoSep 2018 to Jul 2021
- Laz ParkingAug 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7992684
- Firm CRD
- 105348