Rachel M Seiler

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

• 01/2017 → 07/2021
  Fifth Third Bank
  Cincinnati, OH
• 08/2016 → 12/2016
  Johnson Investment Counsel
  Cincinnati, OH
• 09/2011 → 04/2017
  University Of Cincinnati
  Cincinnati, OH
• 11/2019 → 07/2021
  Fifth Third Securities
  Cincinnati, OH
• 07/2021 → 09/2022
  Mariner Wealth Advisors
  Chicago, IL
• 10/2022 → Present
  Creative Planning, Llc
  Oak Brook, IL

Previous Registrations

• 2021-08-02 → 2022-10-04
  Mariner
  Oakbrook Terrace, IL
• 2020-05-15 → 2021-07-26
  Fifth Third Securities, Inc.
  Chicago, IL
  Cincinnati, OH
  Chicago, IL

Other Businesses

Whitney Young High School; Chicago, IL; not investment related; Volunteer Girls Basketball Coach; Start date 7.1.21. 50 hours per month/0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-15

Designations

• Certified Financial Planner