Storm Calum Davidson

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

• 08/2013 → 05/2017
  The Daniel Academy
  Kansas City, MO
• 05/2015 → 05/2017
  Joseph International
  Kansas City, MO
• 05/2017 → 07/2017
  Dayco Painting
  Kansas City, MO
• 08/2017 → 05/2021
  University Of Missouri
  Kansas City, MO
• 06/2019 → 06/2021
  Bill Kenney Homes
  Lee's Summit, MO
• 06/2021 → 01/2025
  Shamrock Trading Corporation
  Overland Park, KS
• 01/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-23