Christopher M Beesley

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

• 02/2015 → 04/2017
  Lpl Financial Llc
  Provo, UT
• 02/2015 → 04/2017
  Zions Bank
  Provo, UT
• 04/2017 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2015-02-20 → 2017-05-02
  Lpl Financial Llc
  Orem, UT
  Provo, UT
  Orem, UT
  Provo, UT
  Provo, UT
  San Diego, CA
  Boise, ID
  Lehi, UT
  American Fork, UT
  Saratoga Springs, UT
• 2014-04-10 → 2015-02-20
  Zions Capital Advisors, Inc.
  Provo, UT
  Salt Lake City, UT
  Orem, UT
• 2008-05-01 → 2014-04-07
  Fisher Investments
  Camas, WA
  Plano, TX
• 2007-09-11 → 2008-04-07
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

AB Fitness, LLC, Meridian, Idaho - Not Investment Related. Wife's home based health and fitness consulting business, 10% partner/owner, I do no work for the company and spend no time on the business.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-07
• S63 Uniform Securities Agent State Law Examination
  2006-03-17

Designations

• Certified Financial Planner