Amy Farel Merrill

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-28
GA	RA	APPROVED	2020-10-29

TX RA
APPROVED

Since 2023-08-28
GA RA
APPROVED

Since 2020-10-29

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Truewealth, Llc (Fna Windham Brannon)	Atlanta	GA	07/2014	09/2020
Creative Planning, Inc.	Atlanta	GA	10/2020	Present

07/2014 → 09/2020

Truewealth, Llc (Fna Windham Brannon)

Atlanta, GA
10/2020 → Present

Creative Planning, Inc.

Atlanta, GA

Previous Registrations

2003-05-16 → 2020-10-08

Truewealth Management

Atlanta, GA

Other Businesses

- Target Capital PAS, LLC; Fayetteville, GA; is investment related; Passive owner in this film studio; start 12.26.19; 0 hours per month devoted to the business. - Four Stones Real Estate, LLC; Atlanta GA; is investment related Passive investor in real estate investment; 0 hours spent each month on this; start date 9.28.2000

Current Employers

Creative Planning

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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