Alexander Patrick Spence
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, LLCJun 2026 to now
- University of ArkansasAug 2025 to May 2026
- PepsicoJun 2025 to Aug 2025
- University of ArkansasAug 2024 to May 2025
- O'reilly Auto PartsMay 2024 to Aug 2024
- University of ArkansasAug 2023 to May 2024
- O'reilly AutoMay 2023 to Aug 2023
- University of ArkansasAug 2022 to May 2023
- Highland Spring Country ClubMay 2022 to Aug 2022
- Indian Summer Pools and SpaMay 2021 to Aug 2021
- Twin Oaks Country ClubJun 2020 to Aug 2020
- Glendale High SchoolAug 2016 to May 2022
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
- 8292886
- Firm CRD
- 105348