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Lynn Marie Chambers

Creative Planning

Monroe, WA

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-11
  • WA RA
    APPROVED
    Since 2025-08-11

Branch Locations

Monroe, WA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nomad Joad Snohomish WA 01/2014 04/2017
Waddell & Reed, Inc Lynnwood WA 10/2014 10/2016
Various Insurance Carriers For W&R Insurance Agencies Snohomish WA 10/2014 10/2016
Lmc Strategy Services, Llc Monroe WA 07/2017 Present
Creative Planning, Llc Overland Park WA 07/2025 Present
Lynn Chambers, Independent Bemer Distributor Monroe WA 01/2022 Present
The Compass Group Holdings, Llc Monroe WA 08/2024 Present
Lynn Chambers, Lifewave Distributor Monroe WA 10/2024 Present
Chambers Investments, Llc Monroe WA 08/2024 Present
  • 01/2014 → 04/2017
    Nomad Joad
    Snohomish, WA
  • 10/2014 → 10/2016
    Waddell & Reed, Inc
    Lynnwood, WA
  • 10/2014 → 10/2016
    Various Insurance Carriers For W&R Insurance Agencies
    Snohomish, WA
  • 07/2017 → Present
    Lmc Strategy Services, Llc
    Monroe, WA
  • 07/2025 → Present
    Creative Planning, Llc
    Overland Park, WA
  • 01/2022 → Present
    Lynn Chambers, Independent Bemer Distributor
    Monroe, WA
  • 08/2024 → Present
    The Compass Group Holdings, Llc
    Monroe, WA
  • 10/2024 → Present
    Lynn Chambers, Lifewave Distributor
    Monroe, WA
  • 08/2024 → Present
    Chambers Investments, Llc
    Monroe, WA
Previous Registrations
  • 2014-10-27 → 2016-10-10
    Waddell & Reed
    Seattle, WA
    Lynnwood, WA
  • 2011-09-09 → 2014-08-11
    Trutina Financial
    Bellevue, WA
  • 2010-09-24 → 2011-09-12
    Ek Riley Investments, Llc
    Seattle, WA
  • 2009-06-01 → 2010-10-11
    Seattle, WA
  • 1999-02-17 → 2009-06-01
    Seattle, WA
    Seattle, WA
Other Businesses

LMC Strategy Services, LLC; Investment related; Monroe, WA; No investment management. Education provided pertaining to budgeting, cash flow and general investment understanding.; Owner/sole proprietor; Start 7/2017; 5 hours / month; 0 hours / month during securities trading hours. Provide education and financial basics, on an hourly basis, off hours and/or weekends. Lynn Chambers, Independent Bemer Distributor; Not investment related; Monroe, WA; Medical devices for Equine and Human use; Distributor; Sole proprietor; Start 1/2022; 2 hours / month; 0 hours / month during securities trading hours. Chambers Investments, LLC; Not investment related; Monroe, WA; Real Estate ownership. My father's investment; Manager; Start 8/2024; 2 hours /month; 0 hours / month during securities trading hours; Acting manager of the LLC. Property manager contacts me on occasion regarding leasing/building questions. I represent 1/2 of the ownership of the building. The Compass Group Holdings, LLC ; Not investment related; Monroe, WA; Real Estate. This entity owns the property affiliated with Chambers Investments, LLC; Manager; Start 8/2024; 3 hours / month; 0 hours / month during securities trading hours; Periodic building checks, coordination with property manager, periodic project management. Lynn Chambers, Lifewave Distributor; Not investment related; Monroe, WA; Wearable phototherapy patch, medical device; Distributor; Sole proprietor; Start 10/2024; 2 hours / month; 0 hours / month during securities trading hours; Provide education & distribution of patches to those asking.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-10
S63 Uniform Securities Agent State Law Examination 1990-01-18
  • S65 Uniform Investment Adviser Law Examination
    1998-12-10
  • S63 Uniform Securities Agent State Law Examination
    1990-01-18
Designations
Other Names
  • Lynn Marie Melcher
  • Lynn Chambers

View on SEC IAPD

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