Paola Andrea Santos

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

• 10/2007 → 03/2020
  Stancorp Equities, Inc.
  Denver, CO
• 01/2008 → 03/2020
  Stancorp Investment Advisers, Inc.
  Denver, CO
• 01/2010 → 03/2020
  Standard Retirement Services
  Denver, CO
• 11/2021 → 12/2021
  Lockton Companies Llc
  Denver, CO
• 12/2021 → 12/2021
  Lockton Investment Advisors
  Denver, CO
• 04/2020 → 11/2021
  Bof Financial
  Denver, CO
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-12-06 → 2021-12-31
  Lockton Investment Advisors, Llc
  Overland Park, KS
  Denver, CO
• 2008-01-30 → 2020-04-10
  Stancorp Investment Advisers, Inc.
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-25