Gregory John Ross

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

• 01/2014 → 07/2020
  Fidelity Brokerage Services, Llc
  Covington, KY
• 07/2018 → 07/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2020 → 05/2022
  Mai Capital Management
  Cincinnati, OH
• 05/2022 → Present
  Creative Planning, Llc
  Cincinnati, OH

Previous Registrations

• 2020-09-15 → 2022-05-31
  Mai Capital Management, Llc
  Cincinatti, OH
• 2018-07-13 → 2020-07-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-10-29 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
  Covington, KY
  Covington, KY

Other Businesses

1) Org Name:Archbishop McNicholas High School | Org Addr:Cincinnati, OH, US | Nature of Bus:Education | Invst Rel:N | Title:Assistant Varsity Basketball Coach | Duties:- Coaching high school basketball | Start Dt:06/13/2019 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0 2) Org Name:Young Living Essential Oils | Org Addr:Cincinnati, OH, US | Nature of Bus:Sales of essential oils & related products | Invst Rel:N | Title:Young Living Sales Partner | Duties:sales | Start Dt:05/28/2019 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0

Exams

• S66 Uniform Combined State Law Examination
  2014-10-24
• S63 Uniform Securities Agent State Law Examination
  2014-04-16

Designations

• Certified Financial Planner

Other Names

• Greg John Ross