Peter Allin Zobel

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

• 05/2016 → 11/2020
  Moneta Group Investment Advisors Llc
  Clayton, MO
• 11/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2018-09-18 → 2020-11-24
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

Johnson County Library Foundation; Not investment related; PO Box 2933, Shawnee Mission, KS 66201; Non profit; Board member; Member of finance committee; Start 4/15/2025; 2 hours/month; 0 hours/month during securities trading hours; Oversee financial health of the Foundation involving budgeting and planning, review recommendations made by Foundation's financial advisor

Designations

• Certified Financial Planner