Timothy Michael Hatton

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

• 10/2001 → 03/2022
  Hatton Consulting, Inc
  Phoenix, AZ
• 01/2022 → Present
  Creative Planning, Llc
  Phoenix, AZ

Previous Registrations

• 2001-10-01 → 2022-03-09
  Hatton Consulting, Inc.
  Phoenix, AZ
  Santa Barbara, CA
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-22
• S63 Uniform Securities Agent State Law Examination
  1988-07-22

Designations

• Certified Financial Planner