Mark Lawrence Metz

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

• 06/2021 → 03/2023
  The Vanguard Group, Inc
  Malvern, PA
• 06/2020 → 08/2020
  Vermillion Financial Advisors
  South Barrington, IL
• 08/2019 → 05/2021
  Illinois State University
  Normal, IL
• 08/2017 → 05/2019
  Elgin Community College
  Elgin, IL
• 06/2017 → 06/2020
  Warehouse Direct Inc
  Wood Dale, IL
• 08/2016 → 06/2017
  Unemployed
  Hampshire, IL
• 05/2013 → 06/2017
  Burlington Central High School
  Hampshire, IL
• 03/2023 → Present
  Creative Planning Llc
  Overland Park, KS

Previous Registrations

• 2021-09-14 → 2023-02-14
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-09

Designations

• Certified Financial Planner

Other Names

• Mark Metz