Gerald Joseph Sharkey

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

• 01/2010 → 11/2016
  Td Ameritrade
  Fort Worth, TX
• 11/2016 → 04/2017
  Sigfig Wealth Management Llc
  San Francisco, CA
• 04/2017 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2016-11-22 → 2017-04-04
  Sigfig Wealth Management Llc
  San Francisco, CA
• 2010-02-09 → 2016-12-05
  Td Ameritrade, Inc.
  Corte Madera, CA
  Westlake, TX
• 2010-02-09 → 2016-12-05
  Td Ameritrade Investment Management, Llc
  Corte Madera, CA
  Ft Worth, TX
• 2009-06-05 → 2009-11-19
  Securian Financial Services, Inc.
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2009-05-20

Designations

• Certified Financial Planner

Other Names

• Gerald J Sharkey
• Gerald Joseph Sharkey
• Gerald Joseph Sharkey
• Jerry Sharkey