Hubert Paul Kingsley

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

• 06/2005 → 09/2017
  Mmc Securities Corp.
  Hartford, CT
• 10/2005 → 09/2017
  Mercer H&B
  Hartford, CT
• 09/2017 → 12/2021
  Lockton Companies, Llc
  Farmington, CT
• 09/2017 → 12/2021
  Lockton Financial Advisors, Llc
  Farmington, CT
• 09/2017 → 12/2021
  Lockton Investment Advisors
  Farmington, CT
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2017-12-18 → 2021-12-21
  Lockton Investment Advisors, Llc
  Farmington, CT
  Overland Park, KS
• 2005-07-14 → 2017-09-08
  Mmc Securities Llc
  Hartford, CT
  Hartford, CT
  Hartford, CT
  Norwalk, CT

Exams

• S66 Uniform Combined State Law Examination
  2005-06-07
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Bert P Kingsley