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Christopher Matthew Johnson

Creative Planning

Overland Park, KS

Alpharetta, GA

Alpharetta, GA

CRD 4294948

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
GA RA APPROVED 2017-10-19
  • TX RA
    APPROVED
    Since 2023-08-28
  • GA RA
    APPROVED
    Since 2017-10-19

Branch Locations

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

Alpharetta, GA • United States

11175 Cicero Drive, Suite 510, Alpharetta, GA 30022 • 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
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Atlanta GA 04/2013 09/2017
Usaa Financial Planning Services Atlanta GA 04/2013 09/2017
Creative Planning Roswell GA 09/2017 Present
  • 04/2013 → 09/2017
    Usaa Financial Advisors, Inc.
    Atlanta, GA
  • 04/2013 → 09/2017
    Usaa Financial Planning Services
    Atlanta, GA
  • 09/2017 → Present
    Roswell, GA
Previous Registrations
  • 2013-06-21 → 2017-03-20
    Usaa Financial Planning Services
    Atlanta, GA
    Scottsdale, AZ
    Atlanta, GA
  • 2005-03-23 → 2006-05-30
    Charlotte, NC
    Charlotte, NC
  • 2004-07-29 → 2005-01-21
    Banc Of America Investment Services, Inc.
    Gastonia, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-16
S65 Uniform Investment Adviser Law Examination 2003-04-10
  • S63 Uniform Securities Agent State Law Examination
    2013-06-16
  • S65 Uniform Investment Adviser Law Examination
    2003-04-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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