Charles Robert Webb

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_RES	2020-04-02
CA	RA	APPROVED	2013-07-23

TX RA
APPROVED_RES

Since 2020-04-02
CA RA
APPROVED

Since 2013-07-23

Branch Locations

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

12760 High Bluff Drive, San Diego, CA 92130 • 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
Creative Planning	Overland Park	KS	07/2013	Present

07/2013 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2009-09-08 → 2013-07-09

Compak Asset Management

Newport Beach, CA
2008-09-15 → 2008-11-18

Compak Asset Management

Newport Beach, CA

Other Businesses

- Wild Dove Boutique, LLC; San Diego, CA; not investment related; Nature of business-Clothing store; Position-Spouse of Owner; Start Date 11.10.18; 0 hours spent on the business. - Rental Condo; San Diego, CA; not investment related; Owner of rental condo; start date 1.1.2010; 0 hours spent on this each month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-09-13
S63	Uniform Securities Agent State Law Examination	2008-07-07

S65 Uniform Investment Adviser Law Examination

2008-09-13
S63 Uniform Securities Agent State Law Examination

2008-07-07

Designations

Certified Financial Planner

Other Names

Charlie Webb

View on SEC IAPD