Wesley Mullins

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

• 08/2020 → 10/2023
  Equitable Advisors, Llc
  New York, NY
• 01/2020 → 02/2020
  New Day Usa
  Fulton, MD
• 05/2017 → 08/2017
  Reston National Gulf Course
  Reston, VA
• 05/2012 → 08/2016
  Manassas Park
  Manassas Park, VA
• 08/2012 → 05/2016
  Manassas Park High School
  Masassas Park, VA
• 08/2016 → 05/2020
  Penn State University
  State College, PA
• 10/2023 → 01/2026
  Td Bank N.A.
  Bensalem, PA
• 10/2023 → 01/2026
  Td Private Client Wealth Llc
  Bensalem, PA
• 01/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-10-19 → 2026-02-03
  Td Private Client Wealth Llc
  Exton, PA
  Marlton, NJ
  Bensalem, PA
• 2022-06-08 → 2023-10-10
  Equitable Advisors, Llc
  Fort Worth, TX
  Bala Cynwyd, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-04
• S63 Uniform Securities Agent State Law Examination
  2020-11-28

Designations

• Certified Financial Planner

Other Names

• Wesley Mullins
• Wesley Clay Mullins