Sean Thomas Collins

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

• 02/2005 → 06/2020
  Usaa Financial Advisors Inc
  San Antonio, TX
• 02/2005 → 12/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2017 → 04/2021
  Surveys On The Go, Ejury.COm
  San Antonio, TX
• 01/2018 → 12/2021
  Usaa Investment Services Company
  San Antonio, TX
• 12/2020 → 04/2022
  Usaa Life Insurance Company
  San Antonio, TX
• 04/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-01-08 → 2021-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
• 2005-03-18 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2002-10-27 → 2002-11-21
  Morgan Stanley Dw Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-10
• S63 Uniform Securities Agent State Law Examination
  1990-10-26