Best Investors Account Sign in
Inactive

Christopher Michael Garrett

Creative Planning

Charlotte, NC

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-06
  • NC RA
    APPROVED
    Since 2025-01-06

Branch Locations

11325 N. Community House Rd, Suite 125, Charlotte, NC 28277 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2014 01/2022
Motley Fool Wealth Management, Llc Alexandria VA 01/2022 12/2024
Tmf Investments Alexandria VA 09/2023 12/2024
Creative Planning, Llc Charlotte NC 01/2025 Present
  • 06/2014 → 01/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2022 → 12/2024
    Motley Fool Wealth Management, Llc
    Alexandria, VA
  • 09/2023 → 12/2024
    Tmf Investments
    Alexandria, VA
  • 01/2025 → Present
    Creative Planning, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-13
S63 Uniform Securities Agent State Law Examination 2014-07-18
  • S65 Uniform Investment Adviser Law Examination
    2016-06-13
  • S63 Uniform Securities Agent State Law Examination
    2014-07-18
Designations

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor