Tiya Lim

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
MO	RA	APPROVED	2014-11-19

MO RA
APPROVED

Since 2014-11-19

Branch Locations

St. Louis, MO • 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

Organization	City	State	From	To
Creative Planning	St. Louis	MO	10/2014	Present

10/2014 → Present

Creative Planning

St. Louis, MO

Previous Registrations

2011-02-14 → 2014-11-19

Buckingham Strategic Wealth, Llc

St Louis, MO

Other Businesses

John Burroughs School; St. Louis, MO; not investment related; nature of business - independent high school; position - Board member trustee; start date - 7.1.23; 3 hours per month/0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-02-07

S65 Uniform Investment Adviser Law Examination

2011-02-07

View on SEC IAPD