Christopher Thomas Wall

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

• 01/2019 → 10/2020
  Cliftonlarsonallen Llp
  Walnut Creek, CA
• 11/2020 → 12/2021
  Cliftonlarsonallen Wealth Advisors, Llc
  Walnut Creek, CA
• 03/2017 → 12/2018
  Foothill/Deanza College
  Los Altos Hills, CA
• 01/2015 → 02/2017
  Fry's Electronics
  Campbell, CA
• 12/2021 → Present
  Creative Planning, Llc
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-12-16

Designations

• Certified Financial Planner