Robert Edward Ducey

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

• 07/2019 → 12/2020
  Iwp Wealth Management
  Denver, CO
• 03/2018 → 06/2019
  Colorado Financial Management
  Boulder, CO
• 09/2017 → 03/2018
  University Of Colorado Print Shop
  Boulder, CO
• 05/2017 → 09/2017
  South Suburban Parks And Rec
  Littleton, CO
• 12/2016 → 05/2017
  University Of Colorado Food And Housing
  Boulder, CO
• 09/2016 → 12/2016
  University Of Colorado Call Center
  Boulder, CO
• 01/2009 → 09/2016
  Student
  Denver, CO
• 01/2021 → 09/2022
  Wipfli Financial Advisors
  Denver, CO
• 10/2022 → Present
  Creative Planning, Llc
  Englewood, CO

Previous Registrations

• 2021-01-28 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Englewood, CO
  Milwaukee, WI
• 2020-01-14 → 2021-01-28
  Iwp Wealth Management Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-25

Designations

• Certified Financial Planner

Other Names

• Robert E Ducey