Tracie Renee Glaros

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

• 10/2021 → 12/2021
  Raymond James Financial Services, Inc.
  Pleasanton, CA
• 01/2020 → 02/2025
  Maxwell Wealth Strategies
  Pleasanton, CA
• 01/2020 → 12/2021
  Raymond James Financial Services, Inc.
  Pleasanton, CA
• 10/2017 → 01/2020
  Edward Jones
  Castro Valley, CA
• 10/2015 → 09/2016
  Pollak & Pollak Wealth Management
  San Francisco, CA
• 09/2016 → 10/2017
  The Pacific Center For Financial Servs/Cetera Advisor Network
  San Ramon, CA
• 09/2022 → 02/2025
  Maxwell Wealth Strategies Inc.
  Pleasanton, CA
• 02/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-11-01 → 2025-05-06
  Maxwell Wealth
  Pleasanton, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-08-25

Other Names

• Tracie Renee Glaros
• Tracie Glaros