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Zechariah Daugherty

Creative Planning

Dallas, TX

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

2100 Ross Ave., Suite 1110, 11Th Floor, Dallas, TX 75201 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Papa John's Madisonville KY 05/2017 07/2017
Tde Baltimore Timonium MD 06/2018 08/2018
Tindale-Oliver & Associates Baltimore MD 06/2019 11/2019
Goldman Sachs Salt Lake City UT 05/2021 08/2021
Goldman Sachs Dallas TX 07/2022 08/2024
School Madisonville KY 05/2012 05/2022
Alti Tiedemann Global Dallas TX 09/2024 01/2026
Creative Planning, Llc Dallas TX 01/2026 Present
  • 05/2017 → 07/2017
    Papa John's
    Madisonville, KY
  • 06/2018 → 08/2018
    Tde Baltimore
    Timonium, MD
  • 06/2019 → 11/2019
    Tindale-Oliver & Associates
    Baltimore, MD
  • 05/2021 → 08/2021
    Goldman Sachs
    Salt Lake City, UT
  • 07/2022 → 08/2024
    Goldman Sachs
    Dallas, TX
  • 05/2012 → 05/2022
    School
    Madisonville, KY
  • 09/2024 → 01/2026
    Alti Tiedemann Global
    Dallas, TX
  • 01/2026 → Present
    Creative Planning, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Designations
Other Names
  • Zechariah Dylan Daugherty
  • Dylan Daugherty

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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