Jacqueline Simone O'HErn

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

• 05/2016 → 08/2017
  Lockton Financial Advisors, Llc
  Kansas City, MO
• 05/2016 → 08/2017
  Lockton Investment Advisors, Llc
  Kansas City, MO
• 05/2016 → 08/2017
  Lockton Companies, Llc
  Kansas City, MO
• 09/2017 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2016-05-25 → 2017-09-01
  Lockton Investment Advisors, Llc
  Overland Park, KS
• 2015-02-12 → 2016-05-24
  Onedigital
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-12
• S63 Uniform Securities Agent State Law Examination
  2015-01-16

Designations

• Certified Financial Planner

Other Names

• Jacqueline Simone
• Jacki Simone