Kyle William Mack

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

• 02/2015 → 04/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 01/2019 → 04/2021
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 05/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-20
• S63 Uniform Securities Agent State Law Examination
  2013-08-15

Other Names

• Kyle Mack