Anthony Phillip Felipe

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

• 06/2020 → 08/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → 08/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2020 → 06/2020
  Virginia Tech Student Athlete Academic Support Services
  Blacksburg, VA
• 09/2019 → 01/2020
  Virginia Tech Dining Services
  Blacksburg, VA
• 05/2019 → 08/2019
  Variant Private Wealth
  Vienna, VA
• 12/2016 → 02/2019
  Virginia Tech Services (Bought Out By Follett After I Left)
  Blacksburg, VA
• 08/2010 → 12/2016
  Our Lady Queen Of Peace Catholic Church
  Arlington, VA
• 09/2022 → 08/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2024 → 11/2024
  Rossby Financial, Llc
  Melbourne, FL
• 11/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-08-16 → 2024-11-08
  Rossby Financial, Llc
  Melbourne, FL
  Silver Spring, MD
• 2022-09-01 → 2024-08-22
  Cambridge Investment Research Advisors, Inc.
  Silver Spring, MD

Exams

• S66 Uniform Combined State Law Examination
  2020-11-05

Designations

• Certified Financial Planner

Other Names

• Anthony Felipe