Robert Allen Turley

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

• 12/2016 → 04/2018
  Goldman Sachs
  Salt Lake City, UT
• 04/2018 → 09/2021
  Tolleson Private Wealth Management
  Dallas, TX
• 01/2015 → 08/2018
  Creighton University
  Omaha, NE
• 10/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-07-21 → 2021-10-04
  Tolleson Private Wealth Management
  Dallas, TX

Designations

• Certified Financial Planner

Other Names

• Robert A Turley
• Trey Turley
• Robert A Turley