Angela C Wilcox

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

• 05/2021 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 09/2014 → 08/2021
  Hallmark Cards
  Liberty, MO
• 07/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-12-18 → 2024-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-12-15

Other Names

• Angela Diaz
• Angi C Wilcox
• Angela C Diaz
• Angi C Diaz
• Angi C Diaz