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Brendan Patrick Wise

Creative Planning

Denver, CO

Denver, CO

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-25
  • CO RA
    APPROVED
    Since 2026-05-25

Branch Locations

8110 E. Union Ave., Suite 180, Denver, CO 80237 • United States

Denver, CO • 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
OrganizationCityStateFromTo
Rbc Wealth Management Minneapolis MN 08/2015 04/2017
Ubs Financial Services Inc. Wayzata MN 05/2017 03/2018
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 07/2018 02/2021
Unemployed Chanhassen MN 03/2018 07/2018
Unemployed Minneapolis MN 03/2021 06/2021
Wipfli Financial Advisors, Llc Minneapolis MN 06/2021 09/2022
Creative Planning, Llc Denver CO 10/2022 Present
  • 08/2015 → 04/2017
    Rbc Wealth Management
    Minneapolis, MN
  • 05/2017 → 03/2018
    Ubs Financial Services Inc.
    Wayzata, MN
  • 07/2018 → 02/2021
    Cliftonlarsonallen Wealth Advisors, Llc
    Minneapolis, MN
  • 03/2018 → 07/2018
    Unemployed
    Chanhassen, MN
  • 03/2021 → 06/2021
    Unemployed
    Minneapolis, MN
  • 06/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 10/2022 → Present
    Creative Planning, Llc
    Denver, CO
Previous Registrations
  • 2021-08-26 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
    Milwaukee, WI
Other Businesses

Play Hockey; St. Louis Park, MN; not investment related; Rink Director; Start date 10/6/22; 40 hours per month/0 during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-26
  • S65 Uniform Investment Adviser Law Examination
    2021-08-26
Other Names
  • Brendan Wise
  • Brendan Patrick Wise

View on SEC IAPD

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CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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