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Patrick Matthew Gallagher

Creative Planning

Mclean, VA

Overland Park, KS

CRD 7127457

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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
VA RA APPROVED 2023-08-23
  • VA RA
    APPROVED
    Since 2023-08-23

Branch Locations

8444 Westpark Drive Suite 22102, Mclean, VA 22102 • 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
Creative Planning, Llc Mclean VA 03/2021 Present
Sullivan, Bruyette, Speros, And Blayney (Sbsb) Mclean VA 06/2020 03/2021
Virginia Tech Blacksburg VA 08/2016 05/2020
  • 03/2021 → Present
    Creative Planning, Llc
    Mclean, VA
  • 06/2020 → 03/2021
    Sullivan, Bruyette, Speros, And Blayney (Sbsb)
    Mclean, VA
  • 08/2016 → 05/2020
    Virginia Tech
    Blacksburg, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

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