Dustin J Mongler

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-29
WI	RA	APPROVED	2020-10-05

TX RA
APPROVED

Since 2023-08-29
WI RA
APPROVED

Since 2020-10-05

Branch Locations

3330 University Avenue Suite 316, Madison, WI 53705 • 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

Organization	City	State	From	To
Thun Financial	Madison	WI	06/2019	08/2020
Phillips 66	Lake Charles	LA	06/2006	06/2019
Creative Planning, Inc.	Madison	WI	09/2020	Present

06/2019 → 08/2020

Thun Financial

Madison, WI
06/2006 → 06/2019

Phillips 66

Lake Charles, LA
09/2020 → Present

Creative Planning, Inc.

Madison, WI

Previous Registrations

2019-06-25 → 2020-09-30

Thun Financial Advisors

Madison, WI

Other Businesses

Book Royalties; Middleton, WI; Receive royalties from books previously written/edited; Not investment related; Start date - 2/1/19; O hours spent on this per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-25

S65 Uniform Investment Adviser Law Examination

2019-06-25

Designations

View on SEC IAPD

Current Employers

Creative Planning

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews