Gabriel Edwards Wilson

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

• 09/2013 → 06/2018
  Edward Jones
  St Louis, MO
• 06/2018 → Present
  Creative Planning
  Webster Groves, MO

Previous Registrations

• 2013-09-12 → 2018-06-14
  Edward Jones
  St Louis, MO
  St. Louis, MO
• 2007-02-12 → 2011-11-01
  Edward Jones
  St Louis, MO
  Chesterfield, MO
  St Louis, MO
  Chesterfield, MO
  St Louis, MO
  Cary, NC
  St Louis, MO
  Framingham, MA
  St Louis, MO
  St Louis, MO
  St Louis, MO
  Chesterfield, MO
  Ellisville, MO

Other Businesses

BSD CAPITAL, LLC - THE COMPANY FORMED TO HOLD LIFE SCIENCES FUND II, INVESTMENT CLUB (WITH LLC BEING THE OPERATING STRUCTURE), INVESTMENT-RELATED, 2 WYNNBROOK MANOR DRIVE,ST. CHARLES, MISSOURI,63301, STARTED: 12/4/2017, INVESTOR/MEMBER, LESS THAN AN HOUR A YEAR DEVOTED TO THE OTHER BUSINESS, ZERO HOURS DEVOTED TO THE BUSINESS DURING SECURITIES TRADING HOURS, ONE RESPONSIBILITY IS TO MEET WITH OTHER MEMBERS OF THE LLC EVERY COUPLE OF YEARS TO DISCUSS INVESTMENTS, NO OTHER DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-01
• S63 Uniform Securities Agent State Law Examination
  2004-11-19

Designations

• Certified Financial Planner

Other Names

• Gabriel Edward Wilson