Wayne Lewis Barber

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

• 09/2013 → 10/2017
  Water Oak Advisors Llc
  Winter Park, FL
• 12/2017 → Present
  Creative Planning
  Mount Dora, FL

Previous Registrations

• 2013-10-01 → 2017-10-18
  Water Oak Advisors, Llc
  Winter Park, FL
• 2011-02-25 → 2013-08-07
  Churchill Management Group
  Los Angeles, CA
• 2004-07-02 → 2011-01-11
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2006-05-24 → 2011-01-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2004-06-28

Other Names

• Wayne Lewis Barber
• Wayne Lewis Barber