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Austen Robert Hawkey

Creative Planning

Raleigh, NC

Overland Park, KS

Raleigh, NC

CRD 5349292

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-02
  • NC RA
    APPROVED
    Since 2025-10-02

Branch Locations

Raleigh, NC • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

3600 Glenwood Ave Suite 215, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America Raleigh NC 12/2015 08/2022
Armor Investment Advisors Raleigh NC 08/2022 02/2024
First Oak Wealth Management Raleigh NC 03/2024 09/2025
Creative Planning, Llc Overland Park KS 10/2025 Present
  • 12/2015 → 08/2022
    Bank Of America
    Raleigh, NC
  • 08/2022 → 02/2024
    Armor Investment Advisors
    Raleigh, NC
  • 03/2024 → 09/2025
    First Oak Wealth Management
    Raleigh, NC
  • 10/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-25
S63 Uniform Securities Agent State Law Examination 2007-07-31
  • S65 Uniform Investment Adviser Law Examination
    2008-01-25
  • S63 Uniform Securities Agent State Law Examination
    2007-07-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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