Milo Mercury Mcfarland

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

• 08/2024 → Present
  Creative Planning
  Leawood, KS
• 05/2024 → 08/2024
  Unemployed
  Wichita, KS
• 08/2023 → 05/2024
  Purdue University
  West Lafayette, IN
• 05/2023 → 08/2023
  Flint Hills National Golf Club
  Andover, KS
• 08/2022 → 05/2023
  Purdue University
  West Lafayette, IN
• 05/2022 → 08/2022
  Spirit Aerosystems
  Wichita, KS
• 08/2021 → 05/2022
  Purdue University
  West Lafayette, IN
• 05/2021 → 08/2021
  Spirit Aerosystems
  Wichita, KS
• 08/2020 → 05/2021
  Purdue University
  West Lafayette, IN
• 06/2020 → 08/2020
  Blue Star Camps For Boys And Girls
  Hendersonville, NC
• 05/2020 → 06/2020
  Unemployed
  Wichita, KS
• 08/2019 → 05/2020
  Purdue University
  West Lafayette, IN
• 05/2019 → 08/2019
  Unemployed
  Wichita, KS
• 08/2018 → 05/2019
  The Hotchkiss School
  Lakeville, CT
• 05/2018 → 08/2018
  Ziggy's Pizza
  Wichita, KS
• 08/2017 → 05/2018
  The Hotchkiss School
  Lakeville, CT
• 05/2017 → 08/2017
  Ziggy's Pizza
  Wichita, KS
• 08/2016 → 05/2017
  The Hotchkiss School
  Wichita, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-30

Designations

• Certified Financial Planner