Pete John Honiotes

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

• 08/2013 → 07/2017
  Charles Schwab
  Indianapolis, IN
• 08/2017 → 11/2017
  Mark Wise
  Indianapolis, IN
• 08/2017 → 11/2017
  Northwestern Mutual Investment Services Llc
  Indianapolis, IN
• 05/2015 → 06/2017
  Schwab Private Client Investment Advisory Inc
  Indianapolis, IN
• 01/2018 → 07/2024
  Fisher Investments
  Camas, WA
• 08/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-01-10 → 2024-07-18
  Fisher Investments
  Plano, TX
  Camas, WA
• 2017-08-17 → 2017-12-13
  Northwestern Mutual Investment Services, Llc
  Indianapolis, IN
• 2015-05-18 → 2017-07-06
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2013-09-16 → 2015-05-18
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 2012-08-09 → 2013-08-06
  Edward Jones
  Maryland Heights, MO
  Macomb, IL
  Maryland Heights, MO

Exams

• S66 Uniform Combined State Law Examination
  2012-08-08

Designations

• Certified Financial Planner

Other Names

• Pete John Honiotes
• Pete John Honiotes