Anthony Louis Perillo

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

• 06/2018 → 03/2020
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
• 04/2016 → 06/2018
  Hewins Financial Advisors, Llc
  Milwaukee, WI
• 04/2020 → 05/2022
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
• 06/2022 → 09/2022
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
• 10/2022 → Present
  Creative Planning, Llc
  Milwaukee, WI

Previous Registrations

• 2013-11-04 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Milwaukee, WI
• 2013-05-02 → 2013-11-08
  Alberts Investment Management Inc.
  Brookfield, WI

Other Businesses

Wipfli Financial Advisors, LLC Milaukee, WI; is investment related; Principal/Sr. Financial Advisor; Business was acquired by Creative Planning; Duties are overseeing the wind down of the business; 1 hours per month/0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-06

Designations

• Certified Financial Planner