Brittany Steagall Del Favero

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

• 10/2019 → 11/2021
  Westmark Wealth Management
  Phoenix, AZ
• 01/2022 → 12/2023
  Creative Planning, Llc
  Scottsdale, AZ
• 03/2018 → 10/2019
  Upward Projects
  Gilbert, AZ
• 06/2017 → 03/2018
  Foothills Physical Therapy
  Phoenix, AZ
• 03/2017 → 03/2018
  Cactus Jacks
  Phoenix, AZ
• 06/2015 → 03/2017
  Bella Gusto
  Chandler, AZ
• 11/2021 → 12/2021
  Lockton Companies
  Scottsdale, AZ
• 12/2023 → Present
  Creative Planning, Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-26

Other Names

• Brittany Ann Steagall