Charles Boyles Lawless

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

• 06/1996 → 09/2023
  Mesirow Financial, Inc.
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2006-09-28 → 2023-09-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2000-02-14 → 2009-12-31
  Mesirow Financial, Inc.
  Highland Park, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1.) Record Keeping Technology Project, I am pursuing a technology patent for an idea in record keeping for personal finances. Patent Inventor, To work on the development of a patent to assist in the record keeping function for individuals personal finances, devote 5 hours per month. 2.) Empower Retirement, Provider of 401(k) Record keeping Services, Advisory Board Member, I was asked to sit on their advisory board, I believe this is a two year commitment. I will attend 1 meeting per year and devote 8 hours per month. 3.) SPF, INC. QUALITY IMPROVEMENT FOR PROFESSIONAL SERVICE INDUSTRIES, SPOUSE OF OWNER, PENDING PATENT ON A PROCESS TO IMPROVE THE RELATIONSHIP AND OUTCOME FOR BOTH THE PUBLIC CONSUMERS AND PROFESSIONAL SERVICE PROVIDERS, WHILE I AM ONE OF THE INVENTORS, MY SPOUSE IS SOLE OWNER OF BOTH THE COMPANY AND PENDING PATENT, DEVOTE 4 HOURS PER MONTH. 4.) THE NEW HARMONY GROUP, AUTHOR OF SELF HELP BOOK AND IRISH FAMILY HISTORY BOOK, AUTHOR AND OWNER. DEVOTE 4 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1998-02-05

Other Names

• Chuck Lawless