Erick Hoyer

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

• 07/1997 → 11/2019
  Charles Schwab & Co Inc
  Sacramento, CA
• 02/2005 → 11/2019
  Charles Schwab & Co
  Sacramento, CA
• 05/2020 → 05/2021
  Edward Jones
  St Louis, MO
• 12/2019 → 04/2020
  Unemployed
  Sacramento, CA
• 05/2021 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2020-05-01 → 2021-05-18
  Edward Jones
  El Dorado Hills, CA
  El Dorado Hills, CA
  Sacramento, CA
• 1997-07-08 → 2019-12-03
  Charles Schwab & Co., Inc.
  Stockton, CA
  Modesto, CA
  Sacramento, CA
  Redding, CA
  Fremont, CA

Other Businesses

Tahoe Rental Property; Kings Beach CA; not investment related; Owner of rental property; Start date 5.19.21; Spend 1 hour per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-17
• S63 Uniform Securities Agent State Law Examination
  1996-10-17

Other Names

• Erick Hoyer
• Erick James Hoyer