David William Perky

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

• 08/1984 → Present
  Tpp Cpa
  Overland Park, KS
• 02/2013 → 12/2016
  Honkamp Krueger Financial Services Inc
  Dubuque, IA

Previous Registrations

• 2011-03-09 → 2020-06-24
  Sunrise Advisors
  Overland Park, KS
• 2013-02-08 → 2016-12-31
  Avantax Planning Partners, Inc.
  Leawood, KS

Other Businesses

TPP CPA LLC, NOT INVESTMENT RELATED, 7300 College Blvd, Suite 400, OVERLAND PARK KS, CERTIFIED PUBLIC ACCOUNTANTS, PARTNER, 160 HOURS PER MONTH, ALL HOURS DURING SECURITY HOURS, TAX COMPLIANCE, TAX PLANNING,GENERAL BUSINESS CONSULTATIONS

Designations

• Certified Financial Planner