Cassandra Elena Mcnulty

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

• 01/2008 → Present
  Crossroads Figure Skating Club
  Havertown, PA
• 01/2015 → 09/2016
  Hewins Financial Advisors, Llc
  Media, PA
• 06/2018 → 09/2022
  Wipfli Financial Advisors, Llc
  Media, PA
• 10/2016 → 05/2018
  Hewins Financial Advisors, Llc
  Media, PA
• 10/2022 → Present
  Creative Planning, Llc
  Radnor, PA

Previous Registrations

• 2015-01-06 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Media, PA
  Milwaukee, WI
  Radnor, PA
  Bedford, NH
• 2014-12-08 → 2015-12-31
  Elko Financial Advisors
  Media, PA

Other Businesses

Figure Skating Instructor; Havertown, PA; not investment related; Independent contractor/figure skating instructor; start date 1.6.2008; 18 hours per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-02

Designations

• Certified Financial Planner

Other Names

• Cassandra Elena Latsios