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Inactive

Erick Hoyer

Creative Planning

El Dorado Hills, CA

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2023-08-29
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2023-08-29

Branch Locations

4364 Town Center Blvd Suite 203, El Dorado Hills, CA 95762 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co Inc Sacramento CA 07/1997 11/2019
Charles Schwab & Co Sacramento CA 02/2005 11/2019
Edward Jones St Louis MO 05/2020 05/2021
Unemployed Sacramento CA 12/2019 04/2020
Creative Planning Overland Park KS 05/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-17
S63 Uniform Securities Agent State Law Examination 1996-10-17
  • 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

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

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