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Andrew Michael Hamilton

Creative Planning

Portage, MI

Overland Park, KS

CRD 7088285

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
MI RA APPROVED 2023-04-26
  • TX RA
    APPROVED
    Since 2023-08-28
  • MI RA
    APPROVED
    Since 2023-04-26

Branch Locations

Portage, MI • 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
Advisory Services Network Llc Atlanta GA 01/2019 04/2023
Magnum Engineering Llc Grand Rapids MI 06/2016 12/2018
Infinity Advisory Group Portage MI 02/2023 04/2023
Creative Planning Llc Overland Park KS 04/2023 Present
  • 01/2019 → 04/2023
    Advisory Services Network Llc
    Atlanta, GA
  • 06/2016 → 12/2018
    Magnum Engineering Llc
    Grand Rapids, MI
  • 02/2023 → 04/2023
    Infinity Advisory Group
    Portage, MI
  • 04/2023 → Present
    Creative Planning Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-05
  • S65 Uniform Investment Adviser Law Examination
    2019-04-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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