Long N Tran

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

• 09/2014 → 10/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 12/2016 → 06/2022
  Mission Wealth Management
  San Francisco, CA
• 06/2018 → 01/2022
  Bnt Holdings Llc
  Santa Barbara, CA
• 06/2022 → 12/2023
  Lido Advisors, Llc
  San Francisco, CA
• 12/2023 → 08/2025
  Compound Planning
  New York, NY
• 08/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-12-15 → 2025-08-25
  Compound Planning, Inc.
  Oakland, CA
  New York, NY
• 2022-07-27 → 2023-11-14
  Lido
  Los Angeles, CA
  San Francisco, CA
• 2017-01-19 → 2022-06-01
  Mission Wealth Management, Lp
  San Francisco, CA
  Walnut Creek, CA
• 2014-09-30 → 2016-09-20
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-05-23

Designations

• Certified Financial Planner