Vineet Kalra
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
- Ash BrokerageJan 2026 to now
- The Quantum Group, USA, LLCJan 2026 to now
- Capilano Solutions LLCDec 2024 to now
- Global View Capital Advisors, LLCJan 2026 to Aug 2026
- Global View Capital Management, LLCJan 2026 to Aug 2026
- Tpg ConsultingDec 2023 to Dec 2024
- Outbox Systems dba SimplusJan 2019 to Nov 2023
- SalesforceSep 2017 to Jun 2019
- Travel and Personal WorkJun 2017 to Aug 2017
- SlalomJun 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8212668
- Firm CRD
- 105348