Abigail Kathleen Lasala

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

• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 06/2021 → 08/2021
  American Century Investments
  Kansas City, MO
• 07/2020 → 08/2020
  Netsmart Technologies
  Overland Park, KS
• 08/2018 → 05/2022
  Kansas State University
  Manhattan, KS
• 08/2014 → 05/2018
  Saint Thomas Aquinas High School
  Overland Park, KS
• 05/2018 → 08/2018
  Pinstripes
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-26

Designations

• Certified Financial Planner