Best Investors Account Sign in
Inactive

John Ries Shevlin

Creative Planning

Denver, CO

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-10-05
TX RA APPROVED 2022-10-05
  • CO RA
    APPROVED
    Since 2022-10-05
  • TX RA
    APPROVED
    Since 2022-10-05

Branch Locations

3615 Delgany St. Suite 500, Denver, CO 80216 • 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
All Star Financial Inc. Bloomington MN 08/2015 12/2017
All Star Financial Inc. Bloomington MN 02/2016 12/2017
Hewins Financial Advisors, Llc Minneapolis MN 04/2018 05/2018
Unemployed Minneapolis MN 12/2017 04/2018
Wipfli Financial Advisors, Llc Minneapolis MN 06/2018 06/2021
Wipfli Financial Advisors, Llc Denver CO 06/2021 09/2022
Creative Planning, Llc Englewood CO 10/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-18
  • S65 Uniform Investment Adviser Law Examination
    2016-02-18
Designations

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
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

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor