David Spencer Hall

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:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-01-09

AZ RA
APPROVED

Since 2026-01-09

Branch Locations

Vail, AZ • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fisher Investments	Camas	WA	03/2013	05/2025
Unemployed	Caddo Mills	TX	05/2025	11/2025
Creative Planning, Llc	Overland Park	KS	12/2025	Present

03/2013 → 05/2025

Fisher Investments

Camas, WA
05/2025 → 11/2025

Unemployed

Caddo Mills, TX
12/2025 → Present

Creative Planning, Llc

Overland Park, KS

Previous Registrations

2015-03-16 → 2025-05-22

Fisher Investments

Plano, TX

Plano, TX

Camas, WA

Other Businesses

CP Electric CA LLC; Not investment-related; 3751 Merced Drive, Suite E, Riverside, CA 92503; California solar sales/financing; Silent Equity Partner; Start 7/10/2025; 0 hours / month; 0 hours / month during securities trading hours; Will advise on financial decisions, management decisions, etc. but as a silent partner.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-03-16

S65 Uniform Investment Adviser Law Examination

2015-03-16

View on SEC IAPD