Kevin Lynn Babb

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

• 02/2014 → 07/2020
  Cibc Private Wealth Management (Formerly The Privatebank)
  Chicago, IL
• 12/2017 → 07/2020
  Lpl Financial Llc
  Chicago, IL
• 08/2020 → 09/2023
  Mesirow Financial, Inc.
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2020-08-03 → 2023-09-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2018-04-03 → 2020-09-08
  Lpl Financial Llc
  Chicago, IL
• 2011-09-30 → 2012-05-17
  Advisory Consulting Group Llc
  Evanston, IL
  Alameda, CA
• 2009-09-24 → 2010-02-17
  Strategic Advisers Llc
  Oakbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-03-29
• S63 Uniform Securities Agent State Law Examination
  1992-03-16