Daniel Judah Mumma
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, LLCJul 2024 to now
- GeicoJan 2022 to Jul 2024
- WalmartMar 2020 to Jan 2022
- University of the NationsJan 2020 to Mar 2020
- ReiMar 2019 to Jan 2020
- SaversOct 2018 to Sep 2019
- Menchie'sSep 2018 to Sep 2019
- Beans & BrewsSep 2018 to Oct 2018
- GoodwillNov 2017 to Sep 2018
- Hawkeye Community CollegeSep 2017 to Dec 2017
- West Burlington PoolMay 2016 to Aug 2018
- The ItalianMay 2016 to Mar 2017
- Southeastern Community CollegeAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8037933
- Firm CRD
- 105348