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Vickie Ann Klepper

Creative Financial Partners

Atlanta, GA

Austin, TX

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Current Employers
Creative Financial Partners

2342 Perimeter Park Dr Suite 200B, Atlanta, GA 30341 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-04-25
  • GA RA
    APPROVED
    Since 2022-04-25

Branch Locations

2342 Perimeter Park Dr Suite 200B, Atlanta, GA 30341 • United States

Austin, TX • 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
Harrell Investment Partners Austin TX 04/2020 01/2021
Asset Management Advisors Houston TX 03/2019 03/2020
Aspiriant Austin TX 01/2019 03/2020
Terry Mcdaniel & Co Investment Counsel Austin TX 07/2017 09/2018
Fmp Wealth Advisers Austin TX 08/2013 07/2017
Na Austin TX 09/2018 01/2019
Creative Money, Inc. Seattle WA 07/2021 07/2021
Creative Financial Partners, Inc. Atlanta GA 11/2021 Present
Na Austin TX 07/2021 11/2021
Na Austin TX 01/2021 07/2021
  • 04/2020 → 01/2021
    Harrell Investment Partners
    Austin, TX
  • 03/2019 → 03/2020
    Asset Management Advisors
    Houston, TX
  • 01/2019 → 03/2020
    Aspiriant
    Austin, TX
  • 07/2017 → 09/2018
    Terry Mcdaniel & Co Investment Counsel
    Austin, TX
  • 08/2013 → 07/2017
    Fmp Wealth Advisers
    Austin, TX
  • 09/2018 → 01/2019
    Na
    Austin, TX
  • 07/2021 → 07/2021
    Creative Money, Inc.
    Seattle, WA
  • 11/2021 → Present
    Creative Financial Partners, Inc.
    Atlanta, GA
  • 07/2021 → 11/2021
    Na
    Austin, TX
  • 01/2021 → 07/2021
    Na
    Austin, TX
Designations
Other Names
  • Vickie Butler Klepper

View on SEC IAPD

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JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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