Molly Mcquillan Powers

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

• 03/2011 → 09/2021
  Forum Financial Management, Lp
  Lombard, IL
• 04/2021 → 09/2021
  Forum Financial Management, Lp
  Lombard, IL
• 09/2021 → 07/2025
  Capital Strategies Investment Group, Inc.
  Oakbrook Terrace, IL
• 03/2022 → 07/2025
  Capital Strategies Investment Group, Inc.
  Oakbrook Terrace, IL
• 07/2025 → 12/2025
  Sageview Advisory Group, Llc
  Irvine, CA
• 12/2025 → Present
  Creative Planning, Llc
  Oak Brook, IL

Previous Registrations

• 2025-07-23 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  Oakbrook Terrace, IL
  Newport Beach, CA
• 2022-03-22 → 2025-12-10
  Cap Strat
  Oakbrook Terrace, IL
• 2021-04-28 → 2021-09-21
  Forum Financial Management, Lp
  Lombard, IL

Designations

• Certified Financial Planner

Other Names

• Molly Marie Mcquillan