Byron Alexander Frey

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

• 03/2012 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2002-06-20 → 2012-04-18
  Charles Schwab & Co., Inc.
  Philadelphia, PA
  Marlton, NJ
  Moorestown, NJ
  Ocean City, NJ

Other Businesses

Rental Properties; New Jersey USA; Not investment related; Property Owner to multiple rental houses; 2 hours per month/0 during trading hours; Start date 10/7/04.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1995-11-07

Designations

• Certified Financial Planner