David Lusso

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

• 09/2018 → 05/2021
  American Century Investment
  Kansas City, MO
• 09/2016 → 09/2018
  Cardinal Health
  Leawood, KS
• 01/1998 → 12/2017
  Self
  Kansas City, MO
• 05/2021 → 07/2021
  John Black
  Leawood, KS
• 07/2021 → 01/2026
  John Black
  Leawood, KS
• 07/2021 → 01/2026
  Northwestern Mutual Investment Services Llc
  Leawood, KS
• 05/2023 → 01/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-08-13 → 2026-01-20
  Northwestern Mutual Investment Services, Llc
  Leawood, KS
• 2020-09-14 → 2021-05-14
  American Century Investments Private Client Group, Inc.
  Kansas City, MO

Other Businesses

100% OWNER, 7809 ROSEWOOD LANE, 7809 ROSEWOOD LANE, PRAIRIE VILLAGE, , KANSAS, 66208, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 7/29/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECTING RENT, MINOR REPAIRS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-11
• S63 Uniform Securities Agent State Law Examination
  2018-10-22

Other Names

• David Alan Lusso