Ryan O Folster

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

• 07/2014 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2005-04-14 → 2014-06-27
  Strategic Advisers Llc
  Broomfield, CO
  Salt Lake City, UT
  Salt Lake City, UT
• 2005-04-14 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Salt Lake City, UT

Other Businesses

Astrid Realty, LLC; Henderson, NV; Not investment related; Nature of business is Real Estate; Position: Manager; Start date: 7/1/20; 0 hours per month and 0 hours per month during trading hours. No duties performed, wife's real estate business added for tax filing purpose only.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-02
• S63 Uniform Securities Agent State Law Examination
  2000-07-06