Kyle Gene Schrieffer

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

• 06/2015 → 05/2017
  Raymond James Financial Services, Inc.
  Bloomington, MN
• 07/2015 → 05/2017
  Raymond James Financial Services Advisors Inc.
  Bloomington, MN
• 05/2015 → 05/2017
  Mcnellis & Asato, Ltd.
  Bloomington, MN
• 05/2017 → 10/2023
  Ameriprise Financial Services, Inc
  Edina, MN
• 10/2023 → Present
  Creative Planning, Llc
  Bloomington, MN

Previous Registrations

• 2017-05-31 → 2023-10-09
  Ameriprise Financial Services, Llc
  Edina, MN
• 2015-07-29 → 2017-05-03
  Raymond James Financial Services Advisors, Inc
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-07-10

Designations

• Certified Financial Planner
• Chartered Financial Analyst