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Inactive

Ryan Timothy Munroe

Creative Planning

Long Beach, CA

Overland Park, KS

San Diego, CA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-01
CA RA APPROVED 2022-01-04
  • TX RA
    APPROVED
    Since 2023-09-01
  • CA RA
    APPROVED
    Since 2022-01-04

Branch Locations

Long Beach, CA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

3111 Camino Del Rio North Suite 300, San Diego, CA 92108 • 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
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Tempe AZ 01/2013 05/2017
Tiaa Tempe AZ 01/2013 05/2017
Janus Distributors Llc Denver CO 05/2017 05/2018
Janus Management Holdings Corp. Denver CO 05/2017 05/2018
Jpmorgan Chase Bank Na Scottsdale AZ 06/2018 09/2019
Jpmorgan Securities Llc Scottsdale AZ 06/2018 09/2019
Versant Capital Management, Inc Phoenix AZ 09/2019 05/2021
Creative Planning, Llc La Mesa CA 12/2021 Present
Reilly Financial Advisors, Llc Le Mesa CA 05/2021 12/2021
  • 01/2013 → 05/2017
    Tiaa-Cref Individual & Institutional Services, Llc
    Tempe, AZ
  • 01/2013 → 05/2017
    Tiaa
    Tempe, AZ
  • 05/2017 → 05/2018
    Janus Distributors Llc
    Denver, CO
  • 05/2017 → 05/2018
    Janus Management Holdings Corp.
    Denver, CO
  • 06/2018 → 09/2019
    Jpmorgan Chase Bank Na
    Scottsdale, AZ
  • 06/2018 → 09/2019
    Jpmorgan Securities Llc
    Scottsdale, AZ
  • 09/2019 → 05/2021
    Versant Capital Management, Inc
    Phoenix, AZ
  • 12/2021 → Present
    Creative Planning, Llc
    La Mesa, CA
  • 05/2021 → 12/2021
    Reilly Financial Advisors, Llc
    Le Mesa, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-14
  • S66 Uniform Combined State Law Examination
    2013-01-14
Designations

View on SEC IAPD

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EDWARD JONES · LONG BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Long Beach, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LONG BEACH, CA
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STATE FARM INVESTMENT MANAGEMENT CORP. · Long Beach,, CA
KENSINGTON INVESTMENT COUNSEL · LONG BEACH, CA
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