Leslie Adams Blanchard

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

• 11/2015 → 09/2020
  Truewealth Management
  Atlanta, GA
• 10/2020 → Present
  Creative Planning, Inc.
  Atlanta, GA

Previous Registrations

• 2015-12-16 → 2020-10-08
  Truewealth Management
  Atlanta, GA

Other Businesses

Lawrence Investment Management, LLC; Roswell, GA; Is investment related; Position is LLC Member; start date 1.4.2022; 0 hours spent on this OBA; Duties - 16% member interest in LLC with no control or authority.

Designations

• Certified Financial Planner

Other Names

• Leslie Adams Devos
• Leslie A Devos