Katherine Rae Ferro
Investment adviser representative at Creative Planning
18 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
18 years in the industry.
- Creative Planning, LLCAug 2025 to now
- The Hawk TavernDec 2024 to May 2025
- Lockton CompaniesMay 2024 to Jul 2024
- University of Kansas Business SchoolAug 2023 to Dec 2024
- CimbaMay 2023 to Jun 2023
- University of KansasJan 2022 to May 2025
- University of NebraskaAug 2021 to Dec 2021
- Oral and Facial SurgeryMay 2021 to Aug 2021
- Lifetime FitnessMay 2021 to Jun 2021
- Brookridge Golf and FitnessMay 2020 to Aug 2020
- All 4 Kids DaycareSep 2019 to Mar 2020
- Nottingham By the GreenMay 2018 to Aug 2018
- Saint Thomas Aquinas High SchoolAug 2017 to May 2021
- Ascension Catholic SchoolAug 2008 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8186724
- Firm CRD
- 105348