Nicholas Charles Zelie

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

• 11/2014 → 05/2017
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 03/2018 → 12/2018
  Grayhawk Golf Club
  Scottsdale, AZ
• 01/2019 → 03/2020
  Discovery Land Company
  La Quinta, CA
• 06/2017 → 02/2018
  Unemployed
  Scottsdale, AZ
• 04/2020 → 07/2021
  Unemployed
  La Quinta, CA

Other Businesses

EZF, LLC; Prairie Village, KS; Investment related; Position is Owner; Nature of business is an alternative Investment vehicle; Holding period 4-5 years; Started 3/1/21; 0 hours per month spent on the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-20
• S63 Uniform Securities Agent State Law Examination
  2014-12-29

Other Names

• Nicholas Zelie
• Nick Zelie