Ryan Lewis Hook

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-07
CA	RA	APPROVED	2017-01-10

TX RA
APPROVED

Since 2020-04-07
CA RA
APPROVED

Since 2017-01-10

Branch Locations

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

Rancho Mission Viejo, CA • United States

1 Park Plaza Suite 700, Irvine, CA 92614 • 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

Organization	City	State	From	To
Sc Distributors, Llc	Costa Mesa	CA	12/2015	12/2016
Creative Planning	Overland Park	KS	01/2017	Present

12/2015 → 12/2016

Sc Distributors, Llc

Costa Mesa, CA
01/2017 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2015-09-22 → 2015-12-23

Lighthouse Financial Services Inc

Brea, CA
2015-03-02 → 2015-09-14

Check Capital Management Inc

Costa Mesa, CA

Other Businesses

UNIVERSITY OF CALIFORNIA, IRVINE - DIVISION OF CONTINUING EDUCATION: 510 E PELTASON DRIVE, IRVINE, CALIFORNIA 92697, NON INVESTMENT-RELATED, CFP CLASS INSTRUCTOR, INSTRUCTOR, TEACHING CFP CLASS AT UC IRVINE, STARTED 01/10/2018, APPROXIMATE NUMBER OF HOURS DURING THE MONTH: 12, ZERO HOURS DURING SECURITIES TRADING HOURS, DUTIES INCLUDE TEACHING PERSONAL FINANCIAL PLANNING PROGRAM AT UCI (CFP CLASS)

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-01-11

S63 Uniform Securities Agent State Law Examination

2008-01-11

Designations

Certified Financial Planner

Other Names

Ryan Hook

View on SEC IAPD