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James J Hatton

Creative Planning

Phoenix, AZ

Overland Park, KS

CRD 4522101

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
AZ RA APPROVED 2022-02-14
  • TX RA
    APPROVED
    Since 2023-08-29
  • AZ RA
    APPROVED
    Since 2022-02-14

Branch Locations

5090 N. 40Th Street Suite 160, Phoenix, AZ 85018 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hatton Consulting, Inc Phoenix AZ 10/2001 01/2022
Creative Planning Llc. Phoenix AZ 01/2022 Present
  • 10/2001 → 01/2022
    Hatton Consulting, Inc
    Phoenix, AZ
  • 01/2022 → Present
    Creative Planning Llc.
    Phoenix, AZ
Previous Registrations
  • 2002-07-03 → 2022-01-03
    Hatton Consulting, Inc.
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-03
  • S65 Uniform Investment Adviser Law Examination
    2001-05-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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