Mark Charles Keyser

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

• 04/2015 → 09/2016
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 09/2016 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2015-04-17 → 2018-01-23
  Polaris Wealth Advisory Group
  San Rafael, CA
• 2015-04-17 → 2016-07-25
  Polaris Equity Management, Inc.
  San Rafael, CA
• 2014-02-04 → 2014-06-24
  Brouwer & Janachowski, Llc
  Mill Valley, CA
• 2007-07-24 → 2014-01-24
  Fisher Investments
  Vancouver, WA
  San Mateo, CA
  San Mateo, CA
  Plano, TX
• 2005-10-27 → 2007-06-21
  H&S Financial Advisors Llc
  Menlo Park, CA
  San Francisco, CA
• 2003-11-11 → 2005-10-05
  Wells Fargo Investments, Llc
  Palo Alto, CA
• 2002-11-26 → 2003-10-15
  Ubs Financial Services Inc.
  Menlo Park, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-05
• S65 Uniform Investment Adviser Law Examination
  1993-10-05