Melinda Marie Marburger

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

• 04/2014 → 12/2016
  Lockton Companies, Llc
  Los Angeles, CA
• 04/2014 → 12/2016
  Lockton Financial Advisors, Llc
  Los Angeles, CA
• 04/2014 → 12/2016
  Lockton Investment Advisors, Llc
  Los Angeles, CA
• 12/2016 → 12/2017
  Transamerica Retirement Solutions
  Los Angeles, CA
• 01/2017 → 12/2017
  Transamerica Investors Securities Corporation
  Irvine, CA
• 12/2017 → 04/2022
  Lockton Companies, Llc
  Los Angeles, CA
• 12/2017 → 12/2021
  Lockton Financial Advisors, Llc
  Los Angeles, CA
• 12/2017 → 04/2022
  Lockton Investment Advisors
  Los Angeles, CA
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-01-02 → 2022-04-11
  Lockton Investment Advisors, Llc
  Los Angeles, CA
  Overland Park, KS
• 2014-04-09 → 2016-12-05
  Lockton Investment Advisors, Llc
  Los Angeles, CA
  Overland Park, KS
• 2012-11-15 → 2014-04-01
  Equitable Advisors, Llc
  Pasadena, CA
• 2010-07-14 → 2012-10-15
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-13
• S63 Uniform Securities Agent State Law Examination
  2009-12-28

Other Names

• Mindy Marburger
• Melinda Marie Marburger
• Mindy Marie Marburger
• Melinda Marburger