Samantha Kate Fitzgerald

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

• 05/2012 → 05/2018
  Hewins Financial Advisors, Llc
  Green Bay, WI
• 06/2018 → 04/2020
  Wipfli Financial Advisors, Llc
  Green Bay, WI
• 04/2020 → 09/2022
  Wipfli Financial Advisor, Llc
  Green Bay, WI
• 10/2022 → Present
  Creative Planning, Llc
  469 Security Blvd, WI

Previous Registrations

• 2014-03-25 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-17

Other Names

• Samantha Stark
• Samantha Kate Stark