Michelle G Yates

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

• 10/2016 → 02/2017
  Lincoln Financial Advisors Corporation
  Dallas, TX
• 09/2016 → 10/2016
  Lincoln Financial Advisors Corporation
  Dallas, TX
• 02/2017 → 01/2020
  Retirement Advisors Of America
  Addison, TX
• 01/2020 → 04/2023
  Allworth Financial, L.P.
  Sacramento, CA
• 04/2023 → Present
  Creative Planning Llc
  Overland Park, KS

Previous Registrations

• 2020-01-07 → 2023-04-21
  Allworth Financial, L.P.
  Sacramento, CA
  Dallas, TX
• 2017-03-01 → 2020-01-07
  Raa
  Addison, TX
• 2014-10-09 → 2016-08-26
  Maslow Wealth Advisors
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-09

Designations

• Certified Financial Planner