Melissa Ann Wiss

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 → 12/2021
  Lockton Companies, Llc
  Chicago, IL
• 11/2014 → 12/2021
  Lockton Financial Advisors, Llc
  Chicago, IL
• 07/2015 → 12/2021
  Lockton Investment Advisors, Llc
  Chicago, IL
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2015-08-17 → 2021-12-31
  Lockton Investment Advisors, Llc
  Chicago, IL
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-17
• S63 Uniform Securities Agent State Law Examination
  2015-07-07

Other Names

• Melissa Ann Wiss
• Melissa Ann Lambe