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Shilu Sheng

Creative Planning

Berkeley, CA

Overland Park, KS

CRD 8282826

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-08
  • CA RA
    APPROVED
    Since 2026-06-08

Branch Locations

Berkeley, CA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning, Llc Overland Park KS 05/2026 Present
Bank Of New York Mellon San Francisco CA 08/2019 04/2026
Pricewaterhousecoopers San Jose CA 03/2015 08/2019
  • 05/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 08/2019 → 04/2026
    Bank Of New York Mellon
    San Francisco, CA
  • 03/2015 → 08/2019
    Pricewaterhousecoopers
    San Jose, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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