Micah Malcolm Ballew

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

• 11/2013 → 09/2016
  Elite Administration And Insurance Group
  Park Ridge, IL
• 05/2016 → 12/2020
  Thrivent Investment Management Inc
  Caledonia, MN
• 09/2016 → 11/2016
  Thrivent Financial
  Appleton, WI
• 11/2016 → 12/2020
  Thrivent Financial
  Appleton, WI
• 01/2021 → 09/2021
  Wipfli Financial Advisors
  La Crosse, WI
• 10/2021 → 09/2022
  Wipfli Financial Advisors
  Eau Claire, WI
• 10/2022 → Present
  Creative Planning, Llc
  Eau Claire, WI

Previous Registrations

• 2021-01-21 → 2022-10-12
  Wipfli Financial Advisors, Llc
  La Crosse, WI
  Milwaukee, WI
  Eau Claire, WI
• 2018-10-03 → 2020-12-31
  Thrivent Investment Management Inc.
  Chicago, IL
  Downers Grove, IL
  Chicago, IL
  Chicago, IL
  Caledonia, MN
  Geneva, IL
  Lansing, IL
  Rushford, MN

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01
• S63 Uniform Securities Agent State Law Examination
  2016-08-29

Designations

• Certified Financial Planner

Other Names

• Micah Ballew