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Brian David Huey

Creative Planning

Alpharetta, GA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-06
  • GA RA
    APPROVED
    Since 2022-10-06

Branch Locations

3480 Preston Ridge Rd., Suite 390, Alpharetta, GA 30005 • 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
Redwood Wealth Management, Llc Alpharetta GA 07/2008 12/2021
Wipfli Financial Advisors, Llc Alpharetta GA 01/2022 09/2022
Creative Planning, Llc Alpharetta GA 10/2022 Present
  • 07/2008 → 12/2021
    Redwood Wealth Management, Llc
    Alpharetta, GA
  • 01/2022 → 09/2022
    Wipfli Financial Advisors, Llc
    Alpharetta, GA
  • 10/2022 → Present
    Creative Planning, Llc
    Alpharetta, GA
Previous Registrations
  • 2022-01-06 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Alpharetta, GA
    Milwaukee, WI
  • 2008-11-10 → 2021-12-31
    Redwood Wealth Management, Llc
    Alpharetta, GA
  • 2008-08-19 → 2008-12-31
    Niagara Financial Advisors, Llc
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-18
  • S65 Uniform Investment Adviser Law Examination
    2008-08-18
Designations

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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