Emily Ann Reeves

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 → 10/2024
  Krivoshein Mcdaniels Financial
  Walla Walla, WA
• 08/2018 → 05/2021
  Washington State University
  Pulmman, WA
• 02/2020 → 03/2020
  Washington State University - Gear Up
  College Place, WA
• 09/2019 → 09/2019
  Eritage Hospitality
  Walla Walla, WA
• 12/2016 → 04/2019
  Washington State University - Gear Up
  College Place, WA
• 09/2003 → 05/2021
  Stay At Home Parent
  Multiple, WA
• 09/2021 → 10/2024
  Raymond James Financial Services Advisors
  Walla Walla, WA
• 11/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-09-30 → 2024-10-31
  Raymond James Financial Services Advisors, Inc
  Walla Walla, WA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-27

Other Names

• Emily Ann Rydholm