David John O'HEa

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

• 01/2020 → 11/2023
  Morgan Stanley
  Chicago, IL
• 09/2019 → 12/2019
  Meaden & Moore Llp.
  Chicago, IL
• 06/2019 → 09/2019
  Morgan Stanley
  Chicago, IL
• 01/2019 → 06/2019
  Meaden & Moore Llp.
  Chicago, IL
• 08/2018 → 12/2018
  Loyola University Chicago
  Chicago, IL
• 03/2015 → 08/2018
  Dubuque Screw Products Inc
  Dubuque, IA
• 03/2015 → 08/2018
  Thunder Hills Country Club
  Peosta, IA
• 11/2023 → 06/2025
  Kestra Investment Services
  Deerfield, IL
• 11/2023 → 06/2025
  Kestra Advisory Services
  Deerfield, IL
• 03/2026 → Present
  Creative Planning, Llc
  Gilbert, AZ
• 06/2025 → 03/2026
  Unemployed
  Scottsdale, AZ

Previous Registrations

• 2023-11-30 → 2025-06-16
  Kestra Advisory Services, Llc
  Deerfield, IL
  Austin, TX
  Phoenix, AZ
  Scottsdale, AZ
• 2021-09-03 → 2023-11-29
  Morgan Stanley
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-09-03

Other Names

• David John Ohea