Jessica Ann Brockway

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

• 08/2023 → 06/2025
  Creative Planning Llc
  Overland Park, KS
• 11/2021 → 08/2023
  Kpmg Llp
  Milwaukee, WI
• 05/2021 → 11/2021
  Unemployed
  Madison, WI
• 01/2021 → 05/2021
  University Of Wisconsin - Madison, Athletics Department
  Madison, WI
• 08/2020 → 12/2020
  University Of Wisconsin - Madison, School Of Business
  Madison, WI
• 04/2020 → 08/2020
  Unemployed
  Madison, WI
• 01/2020 → 04/2020
  Kpmg
  Minneapolis, MN
• 05/2018 → 12/2019
  University Of Wisconsin - Research And Sponsored Programs
  Madison, WI
• 08/2016 → 05/2018
  University Of Wisconsin - Madison, Carson's Market
  Madison, WI
• 07/2015 → 05/2017
  Walgreens
  Oconomowoc, WI
• 06/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-18

Other Names

• Jessi Brockway