Charles A Schuster

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

• 09/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 08/2016 → 06/2020
  Benet Academy
  Lisle, IL
• 06/2017 → 08/2021
  Watercraft Sales Inc
  Three Lakes, WI
• 06/2022 → 09/2022
  Madison Boats Llc
  Madison, WI
• 09/2020 → 05/2024
  University Of Wisconsin-Madison
  Madison, WI
• 05/2023 → 08/2023
  Monroe Capital Llc
  Chicago, IL
• 05/2024 → 09/2024
  Unemployed
  Elmhurst, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-10

Other Names

• Charlie Schuster