Hannah Nicole Knoll

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
  Leawood, KS
• 11/2016 → 12/2016
  Crate And Barrel
  Kansas City, MO

Other Businesses

1.) DRVO, LLC, Raymore, MO; not investment related: This is spouse's company but occasionally assist in woodworking projects; start date 4.7.2016; 0 hours per month 2.) Fraxinus LLC, DBO Modern Lark; Raymore, MO; not investment related; This is spouse's company but occasionally assist in woodworking projects; start date 6/28/23; 2 hours per month/ 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-20

Designations

• Certified Financial Planner

Other Names

• Hannah Nicole Ray
• Hannah Knoll