Andrew Robert Seitz

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

• 07/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2021 → 06/2023
  Deloitte Consulting, Llp
  Kansas City, MO
• 08/2020 → 12/2020
  Active Motif
  San Diego, CA
• 08/2015 → 05/2020
  University Of Kansas
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-14

Designations

• Certified Financial Planner

Other Names

• Drew Seitz