Megan Lea Uphold

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

• 07/2015 → 12/2016
  Morgan Stanley
  West Des Moines, IA
• 12/2016 → 06/2022
  D.M. Kelly & Company
  Des Moines, IA
• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2017-04-26 → 2022-06-17
  Dmkc Advisory Services, Llc
  Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2017-04-24

Designations

• Certified Financial Planner

Other Names

• Megan Lea Calmer