James Hendrik Boxma

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

• 11/2007 → 12/2016
  Defense Fitness Club
  Fort Worth, TX
• 04/2011 → 12/2016
  Richard C. Young & Co., Ltd.
  Naples, FL
• 01/2017 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2011-05-20 → 2017-01-09
  Young Richard C & Co Ltd
  Naples, FL
  Newport, RI
• 2008-10-31 → 2011-03-25
  Osaic Services, Inc.
  Marco Island, FL
  Grapevine, TX
• 2008-09-05 → 2008-10-31
  American General Securities Incorporated
  Southlake, TX

Other Businesses

Defense Fitness Club; Marco Island, FL; not investment related; nature of business-personal self defense and fitness instruction; position-instructor; start date 11.1.23; 8 hours per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-04
• S63 Uniform Securities Agent State Law Examination
  2008-07-28

Designations

• Certified Financial Planner