Joshua James Mcmahon

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

• 01/2021 → 09/2022
  Wipfli Financial Advisors, Llc
  Madison, WI
• 01/2020 → 12/2020
  Wipfli Financial Advisors, Llc
  Madison, WI
• 08/2017 → 12/2020
  University Of Wisconsin - Madison
  Madison, WI
• 03/2011 → 06/2017
  Menomonee Falls School District
  Menomonee Falls, WI
• 10/2022 → Present
  Creative Planning, Llc
  Madison, WI
• 10/2016 → Present
  Wisconsin Interscholastic Athletic Association
  Madison, WI

Previous Registrations

• 2021-11-18 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Madison, WI
  Milwaukee, WI

Other Businesses

Wisconsin Interscholastic Athletic Association; Madison, WI; not investment related; Licensed Wrestling Official; Start date 10/1/2016; 2 hours per month/0 during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-18

Designations

• Certified Financial Planner