Sharon Ellen Greenfield

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

• 05/2001 → 10/2019
  Waddell & Reed, Inc
  Overland Park, KS
• 03/2003 → 10/2019
  Ivy Funds Distributor, Inc.
  Overland Park, KS
• 10/2019 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2006-04-05 → 2019-09-16
  Waddell & Reed
  Shawnee Mission, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2006-04-04

Designations

• Certified Financial Planner