John Andres Agudelo

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

• 10/2013 → 06/2024
  John Hancock Funds Llc
  Boston, MA
• 06/2024 → 12/2025
  Manulife John Hancock Brokerage Services
  Boston, MA
• 04/2026 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2026 → 04/2026
  Unemployed
  Wellesley, MA

Previous Registrations

• 2021-02-17 → 2025-12-22
  John Hancock Personal Financial Services, Llc
  Boston, MA
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-05
• S63 Uniform Securities Agent State Law Examination
  2011-06-14

Other Names

• John Andres Agudelo
• John Andres Agudelo