Chance Scott-Dial

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

• 10/2018 → 12/2021
  Lockton Companies Llc
  Dallas, TX
• 10/2018 → 12/2021
  Lockton Financial Advisors, Llc
  Dallas, TX
• 04/2018 → 10/2018
  Unemployed
  Springtown, TX
• 05/2017 → 07/2017
  Air-Ad Promotions
  Dallas, TX
• 08/2016 → 04/2018
  Oklahoma Christian University
  Oklahoma City, OK
• 05/2014 → 07/2018
  Pyro Shows Texas
  Fort Worth, TX
• 08/2014 → 04/2018
  Oklahoma Christian University
  Oklahoma City, OK
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 10/2021 → 12/2021
  Lockton Investment Advisors
  Dallas, TX

Previous Registrations

• 2021-10-01 → 2021-12-31
  Lockton Investment Advisors, Llc
  Overland Park, KS
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-01
• S63 Uniform Securities Agent State Law Examination
  2019-11-11

Other Names

• Chance J Diam
• Chance J Dial