Jessica Ann Odorisio

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 → 12/2019
  M Holdings Securities, Inc.
  Omaha, NE
• 02/2008 → 12/2019
  Silverstone Group, Inc.
  Omaha, NE
• 09/2017 → 12/2019
  Silverstone Asset Management Inc
  Omaha, NE
• 12/2019 → 12/2021
  Lockton Companies Llc
  Omaha, NH
• 12/2019 → 12/2021
  Lockton Financial Advisors, Llc
  Omaha, NH
• 12/2019 → 12/2021
  Lockton Investment Advisors, Llc
  Omaha, NE
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-01-23 → 2021-12-17
  Lockton Investment Advisors, Llc
  Omaha, NE
  Overland Park, KS
• 2017-09-08 → 2020-01-23
  Hub Investment Advisors, Inc
  Omaha, NE
• 2017-08-31 → 2017-09-11
  M Holdings Securities, Inc.
  Omaha, NE

Other Businesses

1) Skyhawk Fund Chair; Omaha, NE; not investment related; nature of business - Assist the advancement team at Skutt in overseeing and strategizing the Skyhawk Fund to ensure success; position - Chair; start date 10.20.23; 1 hour per month/0 hours during trading 2) Stoneybrook South Homeowners Association; Omaha, NE; not investment related; position - Vice President; start date 10.18.23; 2 hours per month/0 hours per month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-28

Other Names

• Jessica Conlin
• Jessica Odorisio