Hannah Dee Rogge

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

• 02/2016 → 03/2025
  Monterey Private Wealth, Inc.
  Monterey, CA
• 04/2025 → Present
  Creative Planning, Llc
  Monterey, CA

Previous Registrations

• 2016-05-06 → 2025-04-21
  Monterey Private Wealth, Inc.
  Monterey, CA

Other Businesses

Name: Hospice Giving Foundation; Not investment related; 80 Garden Ct #201, Monterey, CA 93940; Charitable 501(c) 3 organization; Volunteer Director, Co-Treasurer; Start May 2017; 3 hours/month; 1 hour/month during securities trading hours; Oversee investment advisor that manages accounts, monitor portfolios, review organization's financials (I do not trade or make specific investment decisions);

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-06

Designations

• Certified Financial Planner