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Robert Glenn Dingler

Creative Planning

Overland Park, KS

Memphis, TN

CRD 5014369

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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
TN RA APPROVED 2023-03-07
TX RA APPROVED 2023-03-07
  • TN RA
    APPROVED
    Since 2023-03-07
  • TX RA
    APPROVED
    Since 2023-03-07

Branch Locations

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

700 Colonial Rd. Ste 120, Memphis, TN 38117 • 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
Fsg Investment Management, Llc Memphis TN 07/2005 02/2023
Creative Planning, Llc Memphis TN 03/2023 Present
  • 07/2005 → 02/2023
    Fsg Investment Management, Llc
    Memphis, TN
  • 03/2023 → Present
    Creative Planning, Llc
    Memphis, TN
Previous Registrations
  • 2005-10-21 → 2023-03-09
    Telarray, Llc
    Memphis, TN
Other Businesses

R.G.DINGLER AND ASSOCIATES,LLC, THE FIRM IS NOT INVESTMENT RELATED, 10034 Quaking Lane, Lakeland, TN 38002,NATURE OF THE BUSINESS IS MARKETING CONSULTING, accounting, and bookkeeping, MY POSITION/TITLE IS AS AN OWNER/MEMBER, I HAVE BEEN INVOLVED SINCE INCEPTION 06/1996,I AM NOT ACTIVELY INVOLVED IN THE DAY TO DAY AFFAIRS AND TYPICALLY DEVOTE 0 HOURS PER MONTH, I HAVE NO SPECIFIC DUTIES IN THE FIRM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-20
  • S65 Uniform Investment Adviser Law Examination
    2005-10-20
Other Names
  • Rob Dingler

View on SEC IAPD

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