Trent William Dudenhoeffer

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

• 06/2017 → 08/2017
  Edward Jones
  Prairie Village, KS
• 08/2018 → 04/2021
  Lpl Financial Llc
  Jefferson City, MO
• 08/2014 → 05/2018
  University Of Missouri - Coumbia
  Columbia, MO
• 02/2017 → 05/2017
  Tiger Express Car Wash
  Columbia, MO
• 09/2016 → 11/2016
  Edward Jones
  Columbia, MO
• 07/2018 → 07/2018
  Central Investment Advisors
  Jefferson City, MO
• 04/2021 → 07/2023
  Watchdog Capital, Llc
  Alpharetta, GA
• 04/2021 → 06/2021
  Af Asset Management
  Portsmouth, NH
• 07/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-11-23 → 2021-05-05
  Lpl Financial Llc
  Jefferson City, MO
  Leawood, KS
  Leawood, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
  Kansas City, MO
  Overland Park, KS
  Kansas City, MO
  Platte City, MO
  Gardner, KS

Other Businesses

Education on Bitcoin, Non-Investment related, 2996 Oak St, Apt 104, Kansas City, MO 64108, Education, Co-Founder started April 10, 2023, 20 hours/month; 0 hours during trading hours; Create content, market course, customer service.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-21

Designations

• Certified Financial Planner

Other Names

• Trent Dudenhoeffer