John Ries Shevlin

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

• 08/2015 → 12/2017
  All Star Financial Inc.
  Bloomington, MN
• 02/2016 → 12/2017
  All Star Financial Inc.
  Bloomington, MN
• 04/2018 → 05/2018
  Hewins Financial Advisors, Llc
  Minneapolis, MN
• 12/2017 → 04/2018
  Unemployed
  Minneapolis, MN
• 06/2018 → 06/2021
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
• 06/2021 → 09/2022
  Wipfli Financial Advisors, Llc
  Denver, CO
• 10/2022 → Present
  Creative Planning, Llc
  Englewood, CO

Previous Registrations

• 2018-04-12 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
  Milwaukee, WI
  Endlewood, CO
  Minneapolis, MN
• 2016-03-04 → 2018-01-17
  All Star Financial Inc
  Minneapolis, MN
  Bloomington, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-18

Designations

• Certified Financial Planner