Todd Daniel Growney

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

• 11/2004 → 11/2025
  Burt Associates, Incorporated
  North Bethesda, MD
• 11/2025 → Present
  Creative Planning, Llc
  North Bethesda, MD

Previous Registrations

• 2009-12-11 → 2026-03-27
  Burt Wealth Advisors
  North Bethesda, MD
  North Bethesda, MD
• 2000-02-08 → 2004-10-28
  Charles Schwab & Co., Inc.
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Designations

• Certified Financial Planner