Maria Dernis Hare

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

• 03/2013 → 06/2018
  Charles Schwab & Co., Inc.
  Boston, MA
• 03/2013 → 06/2018
  Charles Schwab Bank
  Boston, MA
• 08/2018 → 08/2018
  Creative Planning
  Overland Park, KS
• 09/2018 → 09/2019
  Unemployed
  Seattle, WA
• 10/2019 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2018-08-06 → 2018-08-10
  Creative Planning
  Bellevue, WA
  Overland Park, KS
• 2013-03-19 → 2018-06-29
  Charles Schwab & Co., Inc.
  Lynnwood, WA
  Boston, MA
• 2007-11-09 → 2011-09-28
  Strategic Advisers Llc
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2007-11-08
• S63 Uniform Securities Agent State Law Examination
  2007-05-04

Designations

• Certified Financial Planner

Other Names

• Maria Dernis