Darren Frederick Kalb

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

• 02/2014 → 10/2017
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 11/2017 → Present
  Creative Planning
  San Francisco, CA

Previous Registrations

• 2014-02-28 → 2017-10-25
  Polaris Wealth Advisory Group
  San Rafael, CA
• 2014-02-28 → 2016-07-25
  Polaris Equity Management, Inc.
  San Rafael, CA
• 2012-07-23 → 2014-02-18
  Npb Financial Group, Llc
  Asheville, NC
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-09-12

Designations

• Certified Financial Planner