Ryan David Gress

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

• 06/2018 → 06/2022
  Copper Financial Network Llc
  Lenexa, KS
• 05/2018 → 05/2018
  Sunlife Financial
  Kansas City, MO
• 06/2017 → 04/2018
  Appreciation Financial
  Olathe, KS
• 01/2017 → 06/2017
  Bankers Life And Casualty Company
  Topeka, KS
• 11/2015 → 12/2016
  Higher Power Training
  Eden Prairie, MN
• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-01-13 → 2022-06-08
  Copper Financial
  Lenexa, KS
  Lenexa, KS
  Lenexa, KS
  Leawood, KS
  Lenexa, KS
  Raymore, MO
  Grandview, MO

Other Businesses

CERULEAN KC, LLC; NOT INVESTMENT-RELATED; 2011 SUMMIT ST, KANSAS CITY, MO 64108; MOBILE EVENT SPACE; PART OWNER; START 10/2024; APPROXIMATELY 10 HOURS PER MONTH WITH NONE DURING SECURITIES TRADING HOURS; GENRAL LABOR

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08

Designations

• Certified Financial Planner