Storm Calum Davidson
Investment adviser representative at Creative Planning
13 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
13 years in the industry.
- Creative Planning, LLCJan 2025 to now
- Shamrock Trading CorporationJun 2021 to Jan 2025
- Bill Kenney HomesJun 2019 to Jun 2021
- University of MissouriAug 2017 to May 2021
- Dayco PaintingMay 2017 to Jul 2017
- Joseph InternationalMay 2015 to May 2017
- The Daniel AcademyAug 2013 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
- 8038699
- Firm CRD
- 105348