Jenna Lee Heimbaugh

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

• 11/2015 → Present
  The Funny Jenna
  Tampa, FL
• 09/2016 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2011-06-16 → 2018-10-02
  Waller & Wax Advisors, Inc.
  Tampa, FL
• 2008-06-10 → 2009-06-04
  Citigroup Global Markets Inc.
  Camp Hill, PA
  Harrisburg, PA

Other Businesses

THE FUNNY JENNA; TAMPA, FL; BUSINESS OWNER; PROPRIETOR/OWNER; NOT-INVESTMENT RELATED; 11/2015-PRESENT; 10 HOURS PER MONTH, 0 HOURS DURING TRADING; CRAFT WREATHS FOR HOME DECOR. JH & N Venture; Milroy PA; not investment related; Nature of business - jewelry repair; position - Owner; start date 10.26.23; 40 hours per month/0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2008-06-04