Zachary Dean Riggins

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 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2017 → 06/2021
  Broadridge Financial Solutions
  Lake Success, NY
• 03/2016 → 12/2016
  Cerner Corporation
  Kansas City, MO

Other Businesses

Shawnee Mission Northwest High School; Shawnee Mission, KS; not investment related; Assistant Boy's Basketball Coach; start date 11.1.2023; 30 hours per month during the season/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-12