Aaron Scott Buczek

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

• 03/2013 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2008-11-10 → 2013-03-19
  Td Ameritrade, Inc.
  San Diego, CA
  Carlsbad, CA
  Carlsbad, CA
• 2008-11-10 → 2013-03-19
  Td Ameritrade Investment Management, Llc
  San Diego, CA
  Carlsbad, CA
  Carlsbad, CA
• 2008-03-14 → 2008-08-19
  Cetera Wealth Services, Llc
  San Diego, CA
• 2000-02-17 → 2002-05-29
  Charles Schwab & Co., Inc.
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-10
• S63 Uniform Securities Agent State Law Examination
  1997-06-06

Other Names

• Aaron S Buczek