William Gregory Whittaker Jr.

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

• 06/2015 → 08/2019
  John Hancock
  Atlanta, GA
• 08/2015 → 08/2019
  John Hancock Distributors Llc
  Boston, MA
• 08/2019 → 09/2025
  Aprio Wealth Management, Llc
  Atlanta, GA
• 08/2019 → 09/2025
  Aprio Risk Management, Llc
  Atlanta, GA
• 08/2019 → 09/2025
  Aprio Advisory Group
  Atlanta, GA
• 05/2026 → Present
  Creative Planning, Llc
  Overland Park, KS
• 09/2025 → 04/2026
  Unemployed
  Atlanta, GA

Previous Registrations

• 2019-10-30 → 2026-03-10
  Aprio Wealth Management, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-30
• S63 Uniform Securities Agent State Law Examination
  2015-07-15

Other Names

• Bill Gregory Whittaker
• William Gregory Whittaker, Jr.