Joshua Robert William Tarr

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

• 07/2016 → 04/2018
  Td Ameritrade
  Clayton, MO
• 04/2018 → 11/2018
  Mutual Securities, Inc
  Camarillo, CA
• 04/2018 → 11/2018
  Mutual Advisors, Llc
  Casper, WY
• 12/2018 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2018-04-13 → 2018-12-07
  Mutual Advisors, Llc
  Clayton, MO
• 2016-08-02 → 2018-04-19
  Td Ameritrade, Inc.
  St Louis, MO
• 2016-08-02 → 2018-04-19
  Td Ameritrade Investment Management, Llc
  Saint Louis, MO
• 2015-10-01 → 2016-08-09
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-10-01

Designations

• Certified Financial Planner

Other Names

• Joshua Tarr