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Eugene Marcus Gard

Creative Planning

Atlanta, GA

Morris, AL

Overland Park, KS

CRD 5519143

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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
GA RA APPROVED 2025-07-23
AL RA APPROVED 2025-05-30
TX RA APPROVED 2023-05-09
  • GA RA
    APPROVED
    Since 2025-07-23
  • AL RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2023-05-09

Branch Locations

3630 Peachtree Road Ne, Suite 300, Atlanta, GA 30326 • United States

Morris, AL • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Additive Advisory And Capital, Llc Memphis TN 06/2016 08/2020
Telarray, Llc Memphis TN 10/2020 02/2023
Creative Planning, Llc Memphis TN 03/2023 Present
  • 06/2016 → 08/2020
    Additive Advisory And Capital, Llc
    Memphis, TN
  • 10/2020 → 02/2023
    Telarray, Llc
    Memphis, TN
  • 03/2023 → Present
    Creative Planning, Llc
    Memphis, TN
Previous Registrations
  • 2020-10-06 → 2023-03-09
    Telarray, Llc
    Memphis, TN
  • 2016-06-23 → 2020-09-24
    Additive Advisory Pbc
    Memphis, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-27
  • S63 Uniform Securities Agent State Law Examination
    2008-08-27
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Eugene Marcus Gard

View on SEC IAPD

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