Donna Carpenter Morris

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

• 06/2006 → 10/2022
  Diversified Investors Securities Corp.
  Severna Park, MD
• 10/2022 → Present
  Creative Planning Llc
  Overland Park, KS
• 05/2003 → 10/2022
  Transamerica Investors Securities Corp
  Denver, CO
• 11/2017 → 10/2022
  Transamerica Retirement Advisors, Llc
  Severna Park, MD

Previous Registrations

• 2017-11-20 → 2022-10-21
  Transamerica Retirement Advisors, Llc
  Severna Park, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-20
• S63 Uniform Securities Agent State Law Examination
  2001-12-14

Other Names

• Donna Maria Economou
• Donna Maria Carpenter
• Donna Maria Carpenter