John Michael Mayer

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

• 08/2017 → 06/2021
  Bismark Public Schools
  Bismark, ND
• 10/2016 → 07/2017
  Fargo Public Schools
  Fargo, ND
• 08/2016 → 10/2016
  Oak Grove Lutheran School
  Fargo, ND
• 03/2022 → Present
  Creative Planning, Llc
  Bismark, ND
• 06/2021 → 03/2022
  Keystone
  Bismark, ND

Previous Registrations

• 2021-06-28 → 2022-06-29
  Keystone Wealth Partners Llc
  Bismark, ND

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-04