Ronald Michael Graziano

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

• 01/2020 → 09/2022
  Wipfli Financial Advisors, Llc
  Chicago, IL
• 06/2019 → 01/2020
  Hfr (Hedge Fund Research)
  Chicago, IL
• 07/2018 → 05/2019
  Jp Morgan Chase
  Chicago, IL
• 04/2011 → 07/2018
  Sandburg Middle School And York High School
  Elmhurst, IL
• 10/2022 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2021-06-22 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Chicago, IL
  Milwaukee, WI

Other Businesses

Protein Drop; Not investment related; 339 E Parkview Ave, Elmhurst, IL 60126; Consumer packaged good: Co-founder; Start 6/6/2026; 4 hours / month; 0 hours / month during securities trading hours; Help with scaling and assist with important long term strategical decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-19

Designations

• Certified Financial Planner