Brian Andrew Lester

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

• 04/2009 → 10/2018
  Usaa Investment Management Company
  Olathe, KS
• 06/2005 → 10/2018
  Usaa Financial Planning Services
  Olathe, KS
• 01/2018 → 10/2018
  Usaa Investment Management Company
  San Antonio, TX
• 10/2018 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2018-01-08 → 2018-10-29
  Usaa Investment Services Company
  San Antonio, TX
• 2005-07-13 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Olathe, KS
  San Antonio, TX
  San Antonio, TX
  Olathe, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-12
• S63 Uniform Securities Agent State Law Examination
  1997-01-03

Designations

• Certified Financial Planner

Other Names

• Brian Andrew Mallams