Peter James Mitchell

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

• 05/2025 → Present
  Creative Planning
  Overland Park, KS
• 04/2025 → 05/2025
  Unemployed
  Kansas City, MO
• 08/2020 → 04/2025
  Kpmg
  Kansas City, MO
• 05/2019 → 07/2020
  Umb Bank
  Kansas City, MO
• 08/2019 → 05/2020
  University Of Kansas
  Lawrence, KS
• 09/2017 → 05/2019
  Bigg's Bbq
  Lawrence, KS
• 06/2018 → 07/2018
  Cck Strategies
  Tulsa, OK
• 09/2016 → 12/2016
  Upper Crust Catering
  Lawrence, KS
• 06/2013 → 06/2018
  Quiktrip Corporation
  Tulsa, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-29