Ross Allen Copeland

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

• 05/2017 → 12/2018
  Bukaty Companies Financial Services
  Overland Park, KS
• 01/2015 → 05/2017
  State Street Corporation
  Kansas City, MO
• 12/2018 → 02/2024
  Onedigital Investment Advisors
  Overland Park, KS
• 02/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-12-18 → 2024-03-08
  Onedigital
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-18

Designations

• Certified Financial Planner