Rita Mary Latnhotha

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

• 07/2012 → 11/2017
  Princor Financial
  Des Moines, IA
• 11/2017 → 09/2023
  Mesirow Financial, Inc.
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2017-11-28 → 2023-09-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2013-07-02 → 2017-11-14
  Principal Securities, Inc.
  Downers Grove, IL
  Des Moines, IA
  Downers Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2013-06-27