Tammy Margaret Hudacek

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

• 07/2002 → 04/2022
  Prudential Investment Managenent Services, Llc
  Forty Fort, PA
• 07/2002 → 04/2022
  The Prudential Insurance Company Of America
  Forty Fort, PA
• 04/2022 → 12/2024
  Gwfs Equities, Inc.
  Forty Fort, PA
• 12/2023 → 12/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 12/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-12-12 → 2024-12-20
  Empower Advisory Group, Llc
  Forty Fort, PA
  Greenwood Village, CO

Other Businesses

1) Valley Santa / Board of Directors. Charitable organization providing holiday toys to needy children. 10 hours per month September - December; 0 during business hours. 2) F.M. Kirby Center for the Performing Arts / Board of Directors. 2 hours per month; 0 during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-08
• S63 Uniform Securities Agent State Law Examination
  1993-03-08

Other Names

• Tammy Margaret Blalek
• Tammy Margaret Bialek
• Tammy Margaret Lewert