Meredith Ruth Moore

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

• 04/2016 → 11/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 11/2019 → 12/2021
  Lockton Companies Llc
  Houston, TX
• 11/2019 → 12/2021
  Lockton Financial Advisors, Llc
  Houston, TX
• 11/2019 → 12/2021
  Lockton Investment Advisors, Llc
  Houston, TX
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-11-11 → 2021-12-31
  Lockton Investment Advisors, Llc
  Houston, TX
  Overland Park, KS
• 2016-04-18 → 2019-10-18
  Kestra Advisory Services, Llc
  Houston, TX
• 2012-03-01 → 2016-09-22
  Kestra Investment Services, Llc
  Houston, TX
• 2010-02-26 → 2011-12-31
  Voya Financial Advisors, Inc.
  Houston, TX
• 2008-04-04 → 2009-04-03
  Amegy Investments, Inc.
  Houston, TX
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2008-04-03
• S63 Uniform Securities Agent State Law Examination
  2001-02-19

Other Names

• Meredith Ruth Hahn