Adam Christopher Cole

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

• 08/2014 → 05/2017
  Wichita State University
  Wichita, KS
• 07/2017 → 04/2018
  Austin Nichols Technical Search
  Kansas City, MO
• 10/2018 → 05/2019
  Freedom Hoops
  Kansas City, MO
• 05/2018 → Present
  Creative Planning, Llc
  Overland Park, KS

Designations

• Certified Financial Planner