Cindy Huynh Ghattas

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

• 05/2016 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2007-08-31 → 2016-05-07
  Waddell & Reed
  Overland Park, KS
  Shawnee, KS

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30

Designations

• Certified Financial Planner

Other Names

• Cindy Phan Huyhn
• Cindy Phan Huynh