Kari Moon Brown

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

• 08/2015 → 03/2019
  Verity
  Salt Lake City, UT
• 03/2019 → 01/2020
  Homemaker
  Salt Lake City, UT
• 01/2020 → 01/2020
  Integrated Financial Group
  Sandy, UT
• 05/2020 → 03/2024
  Albion Financial Group
  Salt Lake City, UT
• 07/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 03/2024 → 07/2024
  Unemployed
  Salt Lake City, UT
• 01/2020 → 05/2020
  Unemployed
  Salt Lake City, UT

Previous Registrations

• 2014-01-30 → 2014-06-16
  Tingey Advisors Inc
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-29
• S63 Uniform Securities Agent State Law Examination
  1994-03-08

Designations

• Certified Financial Planner

Other Names

• Kari Moon
• Kari Brown
• Kari Lynne Moonbrown
• Kari Moon Brown