Marshall Aaron Lund

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-10-05

IL RA
APPROVED

Since 2022-10-05

Branch Locations

Chicago, IL • United States

1 N Wacker Suite 1700, Chicago, IL 60606 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hewins Financial Advisors, Llc	Milwaukee	WI	06/2015	10/2017
Hewins Financial Advisors, Llc	Chicago	IL	10/2017	05/2018
Wipfli Financial Advisors, Llc	Chicago	IL	06/2018	10/2021
Wipfli Financial Advisors, Llc	Chicago	IL	10/2021	09/2022
Creative Planning, Llc	Chicago	IL	10/2022	Present

06/2015 → 10/2017

Hewins Financial Advisors, Llc

Milwaukee, WI
10/2017 → 05/2018

Hewins Financial Advisors, Llc

Chicago, IL
06/2018 → 10/2021

Wipfli Financial Advisors, Llc

Chicago, IL
10/2021 → 09/2022

Wipfli Financial Advisors, Llc

Chicago, IL
10/2022 → Present

Creative Planning, Llc

Chicago, IL

Previous Registrations

2016-03-16 → 2022-10-12

Wipfli Financial Advisors, Llc

Milwaukee, WI

Milwaukee, WI

Chicago, IL

Lincolnshire, IL

Chicago, IL

Other Businesses

UW-Madison; Madison, WI; not investment related; nature of business - teaching college students about financial planning; position - guest lecturer; start date 12.27.23; 5 hours per month/0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-08

S65 Uniform Investment Adviser Law Examination

2016-03-08

Designations

Other Names

Marshall A Lund

View on SEC IAPD