Ethan James Burnett
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCJun 2026 to now
- Full-time StudentAug 2025 to May 2026
- Forvis MazarsMay 2025 to Aug 2025
- Full-time StudentAug 2024 to May 2025
- Home City IceMay 2024 to Aug 2024
- Full-time StudentAug 2023 to May 2024
- Home City IceMay 2023 to Aug 2023
- Full-time StudentAug 2022 to May 2023
- Home City IceMay 2022 to Aug 2022
- UnemployedAug 2021 to May 2022
- Milburn Golf and Country ClubJun 2021 to Aug 2021
- UnemployedSep 2020 to Jun 2021
- Trek Bicycle CorporationMar 2020 to Sep 2020
- UnemployedJan 2015 to Mar 2020
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
- 8294576
- Firm CRD
- 105348