Kirby Joel Mack

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

• 12/2014 → 08/2022
  Buckingham Asset Management, Llc
  Clayton, MO
• 08/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2015-01-05 → 2022-09-19
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Short Hills, NJ
• 2011-04-11 → 2013-09-06
  Edward Jones
  St Louis, MO
  Ellicott City, MD
  Bel Air, MD
  Elkridge, MD
  Bel Air, MD

Exams

• S66 Uniform Combined State Law Examination
  2011-04-08

Designations

• Certified Financial Planner