Richard Philip Friedman

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

• 02/1987 → 01/2021
  Friedman, Richard P
  Chicago, IL
• 02/1997 → 01/2021
  Hwr Trading Partnership
  Chicago, IL
• 01/2021 → Present
  Creative Planning, Inc.
  Northbrook, IL

Previous Registrations

• 2003-08-14 → 2021-01-04
  Iron Financial Llc
  Northfield, IL
  Northbrook, IL

Other Businesses

Beta lota, LLC; Northbook, IL; not investment related; Partner of this limited partnership that invests in rental property; 1 hour spent each month/0 time during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-22