Roger Glenn Ward

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

• 07/2014 → 09/2020
  Truewealth, Llc (Fna Windham Brannon)
  Atlanta, GA
• 10/2020 → Present
  Creative Planning, Inc.
  Atlanta, GA

Previous Registrations

• 2011-05-19 → 2020-10-08
  Truewealth Management
  Atlanta, GA
  Atlanta, GA
• 2003-07-08 → 2011-03-31
  Tarpley & Underwood Financial Advisors, Llc
  Atlanta, GA
  Norcross, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-17

Designations

• Certified Financial Planner
• Personal Financial Specialist