Christy N Nichols

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

• 07/2019 → Present
  Creative Planning
  Overland Park, KS
• 07/2012 → 07/2019
  Us Bank
  Prairie Village, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-29

Designations

• Certified Financial Planner

Other Names

• Christy Noel Samuel
• Christy Noel Colvin