Alex William Pollard

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

• 06/2016 → 10/2017
  Ameriprise Financial Services, Inc.
  Woodlands, TX
• 11/2017 → Present
  Creative Planning
  Overland Park, KS

Other Businesses

1)Pollard Enterprises, LLC, Lake Saint Louis, MO - Investment Related. Position: Owner, Property Management Company. Start date: May 2017. Entity owns Pollard Properties, LLC, property management company and Pollard Properties Development Company, a construction company. Approximately 35 hours per month, none during trading hours. 2)P4 Passive Holdings, LLC, Lake Saint Louis, MO - Investment Related. Position: Passive Owner, rental properties. Start date: October 2018. No hours are contributed to this activity; none during trading hours. 3)Westport Rentals, LLC, Kansas City, MO - Investment Related. Position: Owner, purchase and manage rental properties. Start date: July 2018. Approximately 10 hours per month, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-06

Designations

• Certified Financial Planner