Vincenzo Franco Dastoli

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

• 10/2006 → 04/2022
  The Prudential Insurance Company Of America
  Hartford, CT
• 10/2006 → 04/2022
  Prudential Investment Management Services
  Hartford, CT
• 11/2007 → 10/2021
  Global Portfolio Strategies, Inc.
  Hartford, CT
• 04/2022 → 11/2022
  Gwfs Equities, Inc.
  Hartford, CT
• 11/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-04-27 → 2022-12-15
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Hartford, CT
• 2007-11-13 → 2021-10-26
  Global Portfolio Strategies, Inc.
  Hartford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-12
• S63 Uniform Securities Agent State Law Examination
  2006-12-22

Other Names

• Enzo Dastoli