Peter Thomas Moormeier

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

• 12/2013 → 04/2018
  Tiaa
  Bellevue, WA
• 12/2013 → 04/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Bellevue, WA
• 04/2018 → Present
  Creative Planning
  Kirkland, WA

Previous Registrations

• 2014-01-02 → 2018-03-18
  Tiaa-Cref Individual & Institutional Services, Llc
  Bellevue, WA
• 2013-01-09 → 2013-12-19
  Bancwest Investment Services, Inc.
  Portland, OR
• 2012-12-03 → 2012-12-20
  Fisher Investments
  Camas, WA
  Plano, TX
• 2011-01-03 → 2011-12-16
  Wells Fargo Clearing Services, Llc
  Beaverton, OR
  Charlotte, NC
  Portland, OR
• 2008-12-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Beaverton, OR
  Beaverton, OR

Exams

• S66 Uniform Combined State Law Examination
  2008-12-23

Designations

• Certified Financial Planner

Other Names

• Pete Thomas Moormeier