Mitchell Todd Lepage
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, LLCAug 2026 to now
- T. Rowe PriceDec 2021 to Aug 2026
- Wells Fargo Bank, N.A.Sep 2020 to Dec 2021
- Grotto PizzaMay 2020 to Sep 2020
- Grotto PizzaMay 2019 to Aug 2019
- University of MarylandAug 2018 to May 2020
- Howard Community CollegeAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7999495
- Firm CRD
- 105348