Scott Henry Andricks

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

• 04/2010 → 12/2021
  Lockton Financial Advisors, Llc
  Dallas, TX
• 04/2010 → 12/2021
  Lockton Companies, Llc
  Dallas, TX
• 12/2021 → Present
  Creative Planning, Llc
  Dallas, TX
• 06/2011 → 12/2021
  Lockton Investment Advisors, Llc
  Dallas, TX

Previous Registrations

• 2012-03-05 → 2021-12-31
  Lockton Investment Advisors, Llc
  Dallas, TX
  Overland Park, KS
• 2004-02-24 → 2009-03-02
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-03-03
• S63 Uniform Securities Agent State Law Examination
  2001-08-20