Best Investors Account Sign in
Inactive

Evan Ryan Schumacher

Creative Planning

Denver, CO

Denver, CO

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-10-04
  • CO RA
    APPROVED
    Since 2022-10-04

Branch Locations

3615 Delgany St., Suite 500, Denver, CO 80216 • United States

Denver, CO • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hewins Financial Advisors D/B/A Wipfli Hewins Investment Advisor Edina MN 05/2017 05/2018
Wipfli Financial Advisors, Llc Edina MN 06/2018 12/2020
University Of Wisconsin - Madison Madison WI 09/2014 05/2018
Uw Rec Sports Madison WI 05/2016 05/2017
Wipfli Financial Advisors, Llc Lakewood CO 01/2021 09/2022
Creative Planning, Llc Lakewood CO 10/2022 Present
  • 05/2017 → 05/2018
    Hewins Financial Advisors D/B/A Wipfli Hewins Investment Advisor
    Edina, MN
  • 06/2018 → 12/2020
    Wipfli Financial Advisors, Llc
    Edina, MN
  • 09/2014 → 05/2018
    University Of Wisconsin - Madison
    Madison, WI
  • 05/2016 → 05/2017
    Uw Rec Sports
    Madison, WI
  • 01/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Lakewood, CO
  • 10/2022 → Present
    Creative Planning, Llc
    Lakewood, CO
Previous Registrations
  • 2019-03-04 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Edina, MN
    Milwaukee, WI
    Minneapolis, MN
    Lakewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-04
  • S65 Uniform Investment Adviser Law Examination
    2019-03-04
Designations

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor