James Martin Meussner

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

• 07/2020 → 09/2020
  Securian Financial Services
  Saint Paul, MN
• 07/2020 → 09/2020
  Minnesota Life Insurance Company
  Saint Paul, MN
• 07/2020 → 09/2020
  Tax & Financial Group
  Newport Beach, CA
• 06/2016 → 03/2017
  Oracle
  Santa Monica, CA
• 02/2019 → 02/2020
  10 Point Pizza Inc.
  Lake Elsinore, CA
• 03/2017 → 04/2020
  Corona Del Mar Pizza Co.
  Irvine, CA
• 05/2020 → 06/2020
  Securian Financial Services
  Saint Paul, MN
• 05/2020 → 07/2020
  Tax & Financial Group
  Newport Beach, CA
• 09/2020 → 05/2021
  Principal Securities Inc
  Costa Mesa, CA
• 09/2020 → 05/2021
  Principal Life Insurance Company
  Costa Mesa, CA
• 07/2021 → 06/2024
  Charles Schwab & Co., Inc.
  Newport Beach, CA
• 07/2021 → 06/2024
  Charles Schwab Bank, Ssb
  Newport Beach, CA
• 06/2024 → 12/2024
  Tarbox Family Office, Inc.
  Newport Beach, CA
• 06/2025 → Present
  Creative Planning, Llc
  Irvine, CA
• 01/2025 → 06/2025
  Unemployed
  Laguna Niguel, CA

Previous Registrations

• 2024-07-15 → 2024-12-06
  Tarbox Family Office, Inc.
  Newport Beach, CA
• 2021-07-22 → 2024-06-20
  Charles Schwab & Co., Inc.
  Seal Beach, CA
  Newport Beach, CA
• 2021-01-19 → 2021-07-20
  Principal Securities, Inc.
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-12-07

Designations

• Certified Financial Planner

Other Names

• Jim Meussner