Anne Lame Megerle

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

• 08/2007 → 07/2020
  Lenox Wealth Management
  Cincinnati, OH
• 07/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2013-06-14 → 2020-08-20
  Lenox Wealth Management, Inc.
  Cincinnati, OH

Other Businesses

StarShine Hospice, Cincinnati OH; Not investment related; Board Member; 1 hour per month/0 hours during trading. Start Date:7/1/20 Lenox; Cincinnati, OH; Not investment related; Board of Directors; 2 hours per month/0 hours during trading. Start Date:12/01/20 GGE Enterprises Newport, LLC; GGE Newport Redevelopment, LLC; Newport, KY; Not investment related; Rental Properties; 0 hours per month during trading. Start Date: 8/1/21 Golden Griffin Enterprises Augusta, LLC; Augusta, GA; Not investment related; Rental Properties; 0 hours per month during trading. Start Date: 8/1/21 DePaul Cristo Rey; Cincinnati, OH; Is investment related; Investment Committee Memeber; Duties-oversee investments but they are managed by outside firm; 1 hour per month/0 hours during trading.

Designations

• Certified Financial Planner

Other Names

• Anne Marie Lame
• Anne Marie Lame
• Anne Lame Megerle