Kyle Samuel Page
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
- Edelman Financial EnginesAug 2025 to Aug 2026
- Lyndhurst Financial Management LtdJul 2023 to Jul 2025
- Taylor Wealth Management LtdSep 2018 to Jun 2023
- UnemployedJun 2018 to Sep 2018
- In n OutNov 2017 to Mar 2018
- Mh Sub I LLC dba Internet BrandsSep 2017 to Oct 2017
- UnemployedJul 2017 to Sep 2017
- Jd WetherspoonFeb 2017 to Jul 2017
- UnemployedNov 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8147322
- Firm CRD
- 105348