Craig Jerome Seiler

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

Authority	Category	Status	Date
KS	RA	APPROVED	2008-01-03

KS RA
APPROVED

Since 2008-01-03

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Group Llc	Overland	KS	04/2003	Present

04/2003 → Present

Fidelity Group Llc

Overland, KS

Other Businesses

PARNTER IN FIDELITY GROUP - NON-INVESTMENT RELATED - 6738 W 121ST ST, OVERLAND PARK, KS 66209 - INSURANCE BUSINESS - PARTNER/PRODUCER - 40 HOURS - INSURANCE SALES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-19
S63	Uniform Securities Agent State Law Examination	1997-06-16

S65 Uniform Investment Adviser Law Examination

2007-12-19
S63 Uniform Securities Agent State Law Examination

1997-06-16

View on SEC IAPD

Employer firm

Current Employers

Creative Planning

Disclosures

Employment History

Other Businesses

Exams

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