Michael Patrick Green

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

• 04/2017 → 12/2021
  Creative Planning, Inc.
  Overland Park, KS
• 01/2017 → 04/2017
  Homrichberg Wealth Management
  Atlanta, GA
• 05/2015 → 01/2017
  Truepoint Wealth Counsel
  Cincinnati, OH
• 10/2021 → 05/2023
  3.21 Financial Planning Llc
  Cincinnati, OH
• 06/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-01-02 → 2023-05-31
  Three Twenty One Financial Outfitters
  Kailua, HI
• 2017-09-21 → 2021-12-06
  Creative Planning
  Atlanta, GA
  Overland Park, KS
  Alpharetta, GA
  Auburn, GA

Designations

• Certified Financial Planner