Ronald Ray Adkison

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

• 02/2012 → 04/2017
  Stifel Nicolaus
  St. Louis, MO
• 04/2017 → Present
  Creative Planning
  St. Louis, MO

Previous Registrations

• 2014-04-22 → 2017-04-20
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-04-21

Designations

• Certified Financial Planner

Other Names

• Ronald Ray Adkison