Jeffrey William Mashini

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

• 12/2014 → 11/2018
  Jhfn Sii
  Boston, MA
• 11/2018 → 08/2019
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 08/2019 → 03/2025
  Royal Alliance
  Sterling Heights, MI
• 03/2025 → Present
  Creative Planning, Llc
  Troy, MI

Previous Registrations

• 2019-09-24 → 2025-03-12
  Osaic Wealth, Inc.
  Sterling Heights, MI
• 2018-12-20 → 2019-08-02
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2018-12-20 → 2019-08-02
  Fsc Securities Corporation
  Atlanta, GA
• 2018-11-02 → 2019-08-02
  Osaic Wealth, Inc.
  Boston, MA
  Scottsdale, AZ
• 2018-12-20 → 2019-08-02
  Osaic Services, Inc.
  Scottsdale, AZ
• 2015-06-11 → 2018-11-02
  Signator Investors, Inc.
  Southfield, MI
  Boston, MA

Other Businesses

Knights of Columbus Council #15057, 29293 Lorraine Ave, Warren, MI. 48093, Grand Knight; in charge of council direction, retention and growth; Start 7/1/2018; 1-3 hrs mo, 0 trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-27
• S63 Uniform Securities Agent State Law Examination
  2013-09-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeffrey W Mashini