Danielle Johnson Sandoval

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

• 07/2016 → 05/2017
  Efficient Wealth Management, Llc
  The Woodland, TX
• 05/2017 → 07/2022
  Creative Planning
  Overland Park, KS
• 10/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2021 → 08/2023
  Hope City Live, Inc.
  Houston, TX

Previous Registrations

• 2017-05-23 → 2022-07-15
  Creative Planning
  Leadwood, KS
  Overland Park, KS
  Houston, TX
  Houston, TX
• 2016-08-06 → 2017-05-10
  Avion Wealth
  The Woodlands, TX
• 2015-10-23 → 2016-06-30
  Morgan Stanley
  Baton Rouge, LA

Other Businesses

Kingdom Compounding Podcast; not investment related; Houston, TX; Podcast-discuss biblical principals; Podcast host; start 3.6.24; 6 hours per month/0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-23

Designations

• Certified Financial Planner

Other Names

• Danielle Elizabeth Johnson