Corey Patrick Mccready
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 PlanningJun 2025 to now
- Textron AviationJun 2024 to Aug 2024
- Kansas State UniversityAug 2022 to Jun 2025
- First WatchJun 2022 to Aug 2023
- Ottawa UniversityAug 2021 to Jun 2022
- Big BiscuitNov 2020 to Aug 2021
- LifeguardJun 2020 to Sep 2020
- WaterwayJun 2019 to Sep 2019
- Blue Valley Northwest High SchoolAug 2018 to Jun 2021
- Oxford Middle SchoolJun 2015 to Jun 2018
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
- 8146069
- Firm CRD
- 105348