Kelly Grzyb

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

• 09/2015 → 01/2018
  Nationwide Investment Services Corporation
  Columbus, OH
• 01/2018 → 12/2021
  Lockton Companies, Llc
  Chicago, IL
• 01/2018 → 12/2021
  Lockton Financial Advisors, Llc
  Chicago, IL
• 01/2018 → 12/2021
  Lockton Investment Advisors
  Chicago, IL
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-01-22 → 2021-12-31
  Lockton Investment Advisors, Llc
  Chicgo, IL
  Overland Park, KS
  Columbus, OH
• 2017-01-18 → 2018-01-19
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-13
• S63 Uniform Securities Agent State Law Examination
  2016-10-06

Other Names

• Kelly Ann Biederman