John Michael Merritt

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

• 01/2017 → 02/2018
  Scottrade Investment Management
  Fairfield, CT
• 09/2011 → 02/2018
  Scottrade, Inc.
  Fairfield, CT
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Mt.PLeasant, SC
• 02/2018 → 12/2020
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 05/2021 → 03/2026
  Tiaa
  Mount Pleasant, SC
• 05/2021 → 03/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Mount Pleasant, SC
• 02/2021 → 04/2021
  Unemployed
  Mount Plesant, SC
• 03/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-05-28 → 2026-03-23
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
  Mount Pleasant, SC
  Knoxville, TN
  Durham, NC
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Mt. Pleasant, SC
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Mt.PLeasant, SC
• 2017-03-02 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-03-02
• S63 Uniform Securities Agent State Law Examination
  2012-09-28

Other Names

• John Michael Merritt
• John M Merritt