Todd Benton Shepherd

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

• 10/2004 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2009-09-10 → 2010-06-02
  Wealth Management Consultants, Llc
  Overland Park, KS
• 2002-06-26 → 2004-10-18
  Shepherd Financial Planning, Llc
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-01

Designations

• Certified Financial Planner