Cory Jeffrey Eagerman

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

• 01/2021 → Present
  Creative Planning, Llc
  Northbrook, IL
• 03/2007 → 09/2018
  Morningstar Financial
  Chicago, IL
• 09/2018 → 01/2021
  Iron Financial
  Northbrook, IL

Previous Registrations

• 2005-03-16 → 2007-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-14
• S66 Uniform Combined State Law Examination
  2005-03-15

Other Names

• Cory J Eagerman