Daniel Lemuel Andrews

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

• 10/2014 → 10/2016
  Cco Investment Services Corp.
  Pittsburgh, PA
• 02/2015 → 10/2016
  Sheaff Brock Investment Advisors, Llc
  Indianapolis, IN
• 10/2016 → Present
  Creative Planning
  Pittsburgh, PA

Previous Registrations

• 2015-03-02 → 2016-09-16
  Sheaff Brock Investment Advisors, Llc
  Pittsburgh, PA
  Indianapolis, IN
• 2014-10-06 → 2015-03-19
  Citizens Securities, Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Monroeville, PA
• 2008-04-01 → 2013-10-28
  Td Ameritrade, Inc.
  Pittsburgh, PA
• 2008-04-01 → 2013-10-28
  Td Ameritrade Investment Management, Llc
  Pittsburgh, PA
• 2004-04-14 → 2008-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Blue Bell, PA
  Blue Bell, PA

Other Businesses

Seven Springs Resort; Champion, PA; not investment related; ski resort; season ticket sales; start date 12/24/20; 24 hours per month/0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2000-09-12

Designations

• Certified Financial Planner