Best Investors Account Sign in
Inactive

Christopher John Pohlman

Creative Planning

Oak Brook, IL

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-09
  • IL RA
    APPROVED
    Since 2023-10-09

Branch Locations

1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Mesirow Financial, Inc. Chicago IL 01/2004 09/2023
Creative Planning, Llc Chicago IL 10/2023 Present
  • 01/2004 → 09/2023
    Mesirow Financial, Inc.
    Chicago, IL
  • 10/2023 → Present
    Creative Planning, Llc
    Chicago, IL
Previous Registrations
  • 2006-09-28 → 2023-09-29
    Oakbrook Terrace, IL
    Chicago, IL
  • 2004-01-12 → 2009-12-31
    Mesirow Financial, Inc.
    Oakbrook Terrace, IL
    Chicago, IL
    Oakbrook Terrace, IL
    Chicago, IL
    Oakbrook Terrace, IL
  • 2003-03-25 → 2004-03-02
    Emerald Alternative Strategies, Llc
    Oakbrook Terrace, IL
Other Businesses

1.) Empower Retirement, Provider of 401(k) Recordkeeping Services, Advisory Board Member, I was asked to sit on their Advisory Board, I believe this is a two year commitment. 1 meeting per year. Devote 8 hours per month. 2.) Benedictine University, Sitting on the President's Leadership Counsel, devote 1 hour per month. 3.) CHOOSE DUPAGE, TITLE: BOARD REPRESENTATIVE, ATTEND QUARTERLY MEETING AND PARTICIPATE IN VARIOUS COMMITTES, FOCUSED ON THE ECONOMIC GROWTH AND DEVELOPMENT OF DUPAGE COUNTY, DEVOTE 2 HOURS PER MONTH. 4.) AP Music City Real Estate, LLC, Managing Member, LLC to hold real estate asset, Maintain books and records, Devote 0.5 hours per month. 5.) Rental Property; Westmont, IL; is investment related; Manage Income Property; start date 6.30.2018; 1 hour per month/0 hours per month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-19
S65 Uniform Investment Adviser Law Examination 2001-03-06
  • S63 Uniform Securities Agent State Law Examination
    2005-01-19
  • S65 Uniform Investment Adviser Law Examination
    2001-03-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oak Brook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor