Mark Edward Johannessen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1991 → 04/2021
  #Ia Sullivan, Bruyette, Speros & Blayney
  Mclean, VA
• 04/2021 → Present
  Creative Planning, Llc.
  Overland Park, KS

Previous Registrations

• 2002-01-16 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
  Mclean, VA

Other Businesses

CFP Board; Washington, DC; not investment related; Member of the Board; start date 1/1/2023; 5 hours per month/0 hours during trading; duties of the position=(not for profit) Develop opportunities for future financial planners, Increase diversity & Inclusion within profession, accumulate and distribute body of knowledge.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-24
• S63 Uniform Securities Agent State Law Examination
  1988-02-11

Designations

• Certified Financial Planner

Other Names

• Mark E Johannessen
• Mark Johannessen