Claudia Hernandez Nybo

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

• 06/2012 → 09/2022
  On Assignment
  Austin, TX
• 09/2012 → 09/2022
  Diversified Investors Securities Corp.
  Austin, TX
• 09/2012 → 09/2022
  Diversified
  Austin, TX
• 09/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2013-08-01 → 2022-09-12
  Transamerica Retirement Advisors, Llc
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-31
• S63 Uniform Securities Agent State Law Examination
  2013-01-10

Designations

• Certified Financial Planner

Other Names

• Claudia Hernandez Arreguin
• Claudia H Nybo