Ana Jadranka Ulicevic

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

• 12/2017 → 12/2021
  Lockton Investment Advisors, Llc
  Kansas City, MO
• 02/2011 → 02/2022
  Lockton Companies Llc
  Chicago, IL
• 02/2011 → 12/2021
  Lockton Financial Advisors, Llc
  Chicago, IL
• 01/2022 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2018-05-14 → 2021-12-31
  Lockton Investment Advisors, Llc
  Chicgo, IL
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-14
• S63 Uniform Securities Agent State Law Examination
  2011-08-16

Other Names

• Ana Jadranka Vujina