Joseph Martin Conachy

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-07
OR	RA	APPROVED	2025-05-06

CA RA
APPROVED

Since 2025-05-07
OR RA
APPROVED

Since 2025-05-06

Branch Locations

West Linn, OR • United States

1331 North California Blvd, Suite 110, Walnut Creek, CA 94596 • United States

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

333 Lorton Avenue, Burlingame, CA 94010 • United States

4364 Town Center Blvd., Suite 315, El Dorado Hills, CA 95762 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Empirical Wealth Management	Seattle	WA	05/2015	05/2020
Osborne Partners Capital Management, Llc	San Francisco	CA	05/2020	05/2025
Creative Planning, Llc	Overland Park	KS	05/2025	Present

05/2015 → 05/2020

Empirical Wealth Management

Seattle, WA
05/2020 → 05/2025

Osborne Partners Capital Management, Llc

San Francisco, CA
05/2025 → Present

Creative Planning, Llc

Overland Park, KS

Previous Registrations

2020-05-11 → 2025-05-16

Osborne Partners

San Francisco, CA

West Linn, OR
2015-05-14 → 2020-05-27

Empirical Wealth Management

Seattle, WA

Portland, OR
2015-10-03 → 2017-12-15

Directional Financial Services

Seattle, WA
2003-08-25 → 2015-05-08

Charles Schwab & Co., Inc.

Corte Madera, CA

Charlotte, NC

Portland, OR

Tacoma, WA

Lake Oswego, OR

San Francisco, CA

Walnut Creek, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-04-12

S66 Uniform Combined State Law Examination

2001-04-12

Designations

Other Names

Joseph M. Conachy
Joseph M. Conachy
Joe M. Conachy

View on SEC IAPD