Devonee Lynn Quinn

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

• 03/2008 → 12/2018
  Lee Financial Corp.
  Dallas, TX
• 01/2019 → 12/2020
  Lotusgroup Advisors
  Denver, CO
• 01/2021 → 09/2022
  Wipfli Financial Advisors
  Lakewood, CO
• 10/2022 → Present
  Creative Planning, Llc
  Lakewood, CO

Previous Registrations

• 2021-01-20 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Lakewood, CO
• 2019-01-09 → 2020-12-11
  Lotusgroup Advisors
  Denver, CO
• 2009-12-05 → 2019-01-02
  Lee Financial Company, Llc
  Dallas, TX

Other Businesses

1.) WINE RETRIEVER, LLC (295 ALLISON ST, LAKEWOOD, CO 80226); INDEPENDENT CONSULTANT IN WINE SALES. THE BUSINESS IS NOT INVESTMENT-RELATED. TIME COMMITMENT TO THIS BUSINESS IS LESS THAN 5 HOURS A MONTH, NONE OF WHICH IS DURING REGULAR BUSINESS HOURS. 2.) Lubbock Rental Property; Lubbock, TX; is investment related; 50% owner; start date 8/1/2007; 1 hour per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-09

Designations

• Certified Financial Planner

Other Names

• Devonee Lynn Kershner