Patrick M Kenney

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

• 01/2016 → 10/2017
  Transamerica Retirement Solutions
  Denver, CO
• 01/2016 → 01/2017
  Transamerica Investors Securities Corporation
  Denver, CO
• 01/2017 → 01/2019
  Transamerica Capital, Inc.
  Denver, CO
• 01/2019 → 06/2023
  Transamerica Investors Securities Corporation
  Mars, PA
• 10/2017 → 01/2019
  Transamerica Retirement Solutions
  Mars, PA
• 01/2019 → 06/2023
  Transamerica Retirement Solutions
  Mars, PA
• 06/2023 → 08/2025
  Voya
  Cumming, GA
• 06/2023 → 08/2025
  Voya Financial Partners, Llc
  Cumming, GA
• 11/2024 → Present
  Domino's Pizza
  Cumming, GA
• 09/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2014-08-05 → 2016-01-07
  Wells Fargo Clearing Services, Llc
  Laguna Beach, CA
  Irvine, CA
  El Segundo, CA
• 2013-10-02 → 2014-06-09
  Voya Financial Advisors, Inc.
  Tysons Corner, VA

Other Businesses

Domino's Pizza; Not investment related; 5310 Matt hwy Suite 106, Cumming, GA 30028; Pizza delivery; Driver; 11/15/2024 ; 40 hour per month; 0 hours per month during trading hours; Delivering pizza.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-10
• S63 Uniform Securities Agent State Law Examination
  2013-08-10

Other Names

• Pat M Kenney
• Patrick Michael Kenney
• Patrick Michael Kenney
• Patrick Michael Kenney
• Patrick M Kenney