Amanda Molin

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

• 01/2014 → 08/2017
  University Of Denver
  Marquette, MI
• 04/2016 → 05/2018
  Hewins Financial Advisors, Llc
  Wausau, WI
• 06/2018 → 09/2022
  Wipfli Financial Advisors, Llc
  Wausau, WI
• 10/2022 → Present
  Creative Planning, Llc
  Wausau, WI

Previous Registrations

• 2016-10-05 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Wausau, WI
  Milwaukee, WI

Other Businesses

Humane Society of Marathon County; Wausau, WI; is investment related; Board member and Treasurer; Gives oversight and guidance on financial wellness of the organization; does not conflict with duties at Creative Planning; start date 10.1.22; 4 hours per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-16

Designations

• Certified Financial Planner

Other Names

• Amanda Anne Colleen Molin