Claire Dimock Kingstad

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
• 08/2022 → Present
  Kingstad Event Technologists
  Beaverton, OR
• 01/2023 → 09/2024
  City Of Minneapolis
  Minneapolis, MN
• 05/2024 → 09/2024
  Global Organic Distro
  Minneapolis, MN
• 02/2022 → 08/2022
  Unemployed
  Minneapolis, MN
• 04/2021 → 02/2022
  Via Actuarial Solutions
  Minneapolis, MN
• 02/2016 → 04/2021
  Gallagher
  Bloomington, MN

Other Businesses

Kingstad Event Technologists; Not investment-related; 5550 Cherry SW Avenue, Beaverton, OR 97005; Event technology staffing; Contract event technologist; Start 8/2022; 5 hours/month; 0 hours/month during trading hours; Virtual event producer

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-17

Other Names

• Claire Baker