David H. Dermenjian

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

• 07/2002 → 09/2023
  Mesirow Financial, Inc.
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2006-09-28 → 2023-10-02
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2002-10-11 → 2009-12-31
  Mesirow Financial, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Brentwood, TN

Other Businesses

1.) Olio Health, Inc. Investor and member of the Board of Directors, Support the executive team as needed with strategic direction and vision, devote 1-2 hours per month. 2.) DJ BRINE MANAGEMENT, LLC. OILFIELD SERVICES, PRINCIPAL, ENTITY WAS CREATED AS A RESULT OF ESTABLISHING A DISPOSAL WELL ON REAL ESTATE OWN IN CO ABOVE THE NIOBRARA SHALE. PARTNERSHIP IS ESTABLISHED WITH AN EXPERIENCED OPERATOR SO DAY-TO-DAY INVOLVEMENT IS MINIMAL. DEVOTE LESS THAN 10 HOURS PER MONTH. 3.) DIETZLER FARMS, NOT INVESTMENT RELATED, CONSULTANT, ALL NATURAL CATTLE PRODUCTION AND DISTRIBUTION, ASSIST WITH PROJECT RELATED TO FINANCIAL MODELING AND BUSINESS PLANNING, LESS THAN 10 HOURS PER MONTH. 4.) JOHN HANCOCK ADVISORY BOARD, NOT INVESTMENT RELATED, PRESIDENT AND SENIOR MANAGING DIRECTOR, STRATEGIC LEADERSHIP AND PLANNING GROUP FOR HANCOCK RETIREMENT ADVISORY PLATFORM, SERVE ON COMMITTEE FOR 2 YEARS, DEVOTE 1-2 HOURS PER MONTH. 5.) PATRICK ENGINEERING, NOT INVESTMENT RELATED, BOARD OF DIRECTORS, ENGINEERING & DESIGN FIRM, OVERSIGHT OF BUSINESS AND LEADERSHIP, LESS THAN 10 HOURS PER MONTH. 6..) Western Proppants, LLC; Denver, CO; not investment related; Board member; nature of the business is oil and gas; start date 1.1.2017; 5 hours per month/ 0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-26