Robert James Pascuzzi
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, LLCMar 2026 to now
- Premier Payment ResourcesOct 2025 to Feb 2026
- Voss Coaching Co.Aug 2024 to Sep 2025
- Shamrock Trading Corporation - Ryan TransportationJul 2023 to Jul 2024
- University of KansasAug 2019 to May 2023
- Rockhurst High SchoolAug 2016 to May 2019
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
- 8242792
- Firm CRD
- 105348