Donald Alan Stringfield

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-06-30
TX	RA	APPROVED	2022-06-01

GA RA
APPROVED

Since 2022-06-30
TX RA
APPROVED

Since 2022-06-01

Branch Locations

119 Calloway Drive, Macon, GA 31204 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rosen Capital Management, Inc.	Macon	GA	01/2013	05/2022
Creative Planning, Llc	Macon	GA	05/2022	Present

01/2013 → 05/2022

Rosen Capital Management, Inc.

Macon, GA
05/2022 → Present

Creative Planning, Llc

Macon, GA

Previous Registrations

2013-01-08 → 2022-08-26

Rosen Capital Management Holdings, Llc

Macon, GA
2008-03-31 → 2013-01-02

Cfs Wealth Management

Macon, GA
2008-03-03 → 2008-06-16

Chapman Financial Services, Llc

Macon, GA

Macon, GA
2005-12-07 → 2008-03-14

Cfs Wealth Management

Macon, GA
2005-03-17 → 2006-01-03

Commonwealth Financial Network

Macon, GA
2003-03-28 → 2003-06-27

Money Concepts Capital Corp

Macon, GA

Other Businesses

Stringfield Enterprises, Inc.; Macon, GA; not investment related; Passthrough entity for business income for past years; Position Owner/President; Start date 1/1/2001; 120 hours per month/0 during trading; this S-Corp is in the process of unwinding, no longer need this should be be completed by the end of the year.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-05

S66 Uniform Combined State Law Examination

2001-02-05

Designations

View on SEC IAPD