Christopher James Mulford
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
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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
12 years in the industry.
- Creative PlanningOct 2025 to now
- Butterball Farms, IncJun 2023 to Oct 2025
- N/aMar 2023 to May 2023
- Pregis FilmsJul 2021 to Feb 2023
- DematicJan 2018 to Jul 2021
- Magna International, Inc.Jul 2014 to Jan 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8172549
- Firm CRD
- 105348