Jeffrey David Hottinger

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

• 02/2017 → 11/2017
  Hogan Financial
  Milwaukee, WI
• 03/2018 → 04/2025
  Gwfs Equities
  Milwaukee, WI
• 08/2016 → 01/2017
  N/A
  N/A, WI
• 02/2017 → 05/2017
  Dynamic Ratings
  Suxxex, WI
• 11/2017 → 03/2018
  Core Staff
  Milwaukee, WI
• 04/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-01-10 → 2025-04-03
  Empower Advisory Group, Llc
  Muskego, WI
  Greenwood Village, CO
  Muskego, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-07
• S66 Uniform Combined State Law Examination
  2016-02-09

Designations

• Certified Financial Planner

Other Names

• Jeffrey David Hottinger
• Jeffrey David Hottinger