Bryan E Spencer

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

• 09/2011 → 02/2023
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  San Diego, CA
• 11/2011 → 02/2023
  Bank Of America, N.A.
  San Diego, CA
• 02/2023 → Present
  Creative Planning Llc
  Overland Park, KS

Previous Registrations

• 2011-10-20 → 2023-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA
  La Jolla, CA
  San Diego, CA
  La Jolla, CA
  Los Angeles, CA
  Los Angeles, CA
  La Jolla, CA
  Long Beach, CA
  Pennington, NJ
  Honolulu, HI
  Long Beach, CA
  Seal Beach, CA
  San Diego, CA
  Pennington, NJ
  Pennington, NJ
  Boston, MA
  San Diego, CA
  Boston, MA
  San Diego, CA
  Pennington, NJ
  San Diego, CA
  Las Vegas, NV
  Pennington, NJ
• 2010-08-02 → 2011-07-23
  1St Global Advisors Inc
  La Jolla, CA
• 2008-01-15 → 2010-08-17
  Msi Financial Services, Inc.
  San Diego, CA

Other Businesses

I*521449 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Indianapolis, Indiana, 46222 Nature of business: Position, title, association: Sole owner, Start date of relationship: 10/1/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2007-11-26

Other Names

• Bryan Spencer
• Bryan Everette Spencer