Timothy Paul Sutton

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

• 09/2000 → Present
  Charles Schwab & Co.,Inc.
  Kansas City, MO
• 02/2005 → Present
  Charles Schwab Bank
  Kansas City, MO
• 02/2011 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2002-04-24 → 2011-02-28
  Charles Schwab & Co., Inc.
  Leawood, KS
  Kansas City, MO
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2002-02-21
• S63 Uniform Securities Agent State Law Examination
  1999-08-26

Designations

• Certified Financial Planner

Other Names

• Tim Sutton
• Timothy Paul Sutton
• Timothy Paul Sutton
• Timothy Paul Sutton