Connor Fratello Dominici

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

• 01/2016 → 12/2018
  California Lutheran University
  Thousand Oaks, CA
• 06/2016 → 08/2019
  Organize La
  Saugus, CA
• 08/2019 → 12/2020
  Gotribe Fitness
  Valencia, CA
• 06/2020 → 12/2020
  Property Maintenance Brothers
  Saugus, CA
• 01/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 07/2020 → 01/2021
  Vascular Biosciences
  Goleta, CA
• 01/2020 → 06/2020
  Gotribe Fitness
  Valencia, CA
• 05/2018 → 08/2018
  California Lutheran University
  Thousand Oaks, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-09

Designations

• Certified Financial Planner