Joshua Michael Pinchek

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

• 09/2014 → 04/2023
  Retirement Advisors Of America
  Addison, TX
• 01/2020 → 04/2023
  Allworth Financial, L.P.
  Sacramento, CA
• 04/2023 → Present
  Creative Planning Llc
  Overland Park, KS

Previous Registrations

• 2020-01-07 → 2023-04-21
  Allworth Financial, L.P.
  Sacramento, CA
• 2014-09-29 → 2020-01-07
  Raa
  Addison, TX
• 2004-08-19 → 2014-09-17
  Strategic Advisers Llc
  Westlake, TX
• 2003-10-03 → 2004-07-28
  Banc One Securities Corporation
  Dallas, TX
• 2003-07-14 → 2003-08-27
  Ameriprise Financial Services, Llc
  Allentown, PA

Exams

• S66 Uniform Combined State Law Examination
  2002-01-28
• S63 Uniform Securities Agent State Law Examination
  2001-06-25

Designations

• Certified Financial Planner