Kenneth Gregory Barnes

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

• 01/2014 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 03/2014 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Creative Planning, Llc
  Chesterfield, VA

Previous Registrations

• 2014-03-12 → 2023-06-30
  Cetera Wealth Services, Llc
  Newport Beach, CA
  Glen Allen, VA
  Chesterfield, VA
• 2013-01-02 → 2014-01-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
• 2012-06-14 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
• 2010-08-26 → 2012-05-25
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA
• 2009-12-03 → 2010-07-16
  Thrivent Investment Management Inc.
  Sterling, VA
  Midlothian, VA

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY / FINANCIAL SERVICES START DATE: 01/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ACCOUNT EXECUTIVE - NON SALES POSITION

Exams

• S66 Uniform Combined State Law Examination
  2009-12-02

Designations

• Certified Financial Planner