Ian Patrick Middendorf
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, LLCJun 2025 to now
- Paramount ParkingSep 2024 to May 2025
- ConagraJun 2024 to Aug 2024
- Paramount ParkingJan 2024 to May 2024
- Elemental Scientific IncSep 2023 to Dec 2023
- Milli BankSep 2023 to Dec 2023
- The Federal Reserve Bank of Kansas CityJun 2023 to Aug 2023
- Fidelity Financial IncAug 2022 to May 2023
- StroudsMay 2022 to Jul 2022
- Creighton UniversityAug 2021 to May 2022
- Rudy's Tenampa TaqueriaMay 2021 to Aug 2021
- Brookridge Golf & FitnessAug 2020 to May 2021
- Rudy's Tenampa TaqueriaMay 2020 to Aug 2020
- Saint Thomas AquinasAug 2017 to Aug 2020
- Holy Cross Catholic SchoolJun 2015 to Jul 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
- 8123934
- Firm CRD
- 105348