Dylan Jacob Dunlea

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

• 11/2016 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oxnard, CA
• 08/2016 → 12/2017
  Star Education
  Thousand Oaks, CA
• 04/2015 → 10/2017
  New Caps Llc
  Los Angeles, CA
• 08/2016 → 12/2017
  California Lutheran University
  Thousand Oaks, CA
• 04/2018 → 02/2021
  Bank Of America, N.A.
  Oxnard, CA
• 02/2021 → 12/2021
  Reilly Finanical Advisors, Llc
  La Mesa, CA
• 12/2021 → Present
  Creative Planning, Llc
  Newport Beach, CA

Previous Registrations

• 2021-02-24 → 2022-01-03
  Reilly Financial Advisors
  Newport Beach, CA
  La Mesa, CA
• 2018-05-18 → 2021-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oxnard, CA

Other Businesses

Dylan Dunlea-Amazon Seller; Irvine, CA; not investment related; nature of the business-seller on Amazon; start date1/22/24; 6 hours per month/0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-17

Designations

• Certified Financial Planner

Other Names

• Dylan Jacob Dunlea
• Dylan J. Dunlea
• Dylan Dunlea