William David Gnad

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

• 01/2025 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2015 → 08/2019
  Meyer Building Company
  West Point, NE
• 05/2018 → 08/2018
  Village Of Snyder
  Snyder, NE
• 05/2021 → 08/2021
  Fairleigh Feedyards
  Scott City, KS
• 05/2022 → 08/2022
  Lozier Corporation
  Omaha, NE
• 08/2019 → 05/2023
  Benedictine College
  Atchison, KS
• 06/2023 → 12/2024
  Commerce Bank
  Kansas City, MO
• 08/2015 → 05/2019
  Guardian Angels Central Catholic High School
  West Point, NE
• 08/2019 → 05/2023
  Benedictine College
  Atchison, KS
• 08/2013 → 05/2019
  Guardian Angels Central Catholic Junior High School
  West Point, NE
• 05/2020 → 08/2020
  Charterwest Bank
  West Point, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-17

Other Names

• Liam Gnad