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Christine Tillman

Creative Planning

Manhattan Beach, CA

Overland Park, KS

CRD 6414033

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-16
  • CA RA
    APPROVED
    Since 2023-02-16

Branch Locations

Manhattan Beach, CA • 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
Axa Advisors, Llc New York NY 12/2014 05/2017
Cetera Advisors Llc Denver CO 05/2017 02/2023
Cetera Advisors Networks Llc El Segundo CA 05/2017 02/2023
Cetera Financial Specialists Llc Schaumburg IL 05/2017 02/2023
Cetera Investment Services Llc Saint Cloud MN 05/2017 02/2023
Girard Securities, Inc. San Diego CA 05/2017 11/2017
Summit Brokerage Services, Inc. Boca Raton FL 05/2017 12/2019
First Allied Securities, Inc. San Diego CA 05/2017 09/2022
Cetera Investment Advisers Llc Schaumburg IL 05/2017 02/2023
Creative Planning Llc Overland Park KS 02/2023 Present
  • 12/2014 → 05/2017
    Axa Advisors, Llc
    New York, NY
  • 05/2017 → 02/2023
    Cetera Advisors Llc
    Denver, CO
  • 05/2017 → 02/2023
    Cetera Advisors Networks Llc
    El Segundo, CA
  • 05/2017 → 02/2023
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 05/2017 → 02/2023
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 05/2017 → 11/2017
    Girard Securities, Inc.
    San Diego, CA
  • 05/2017 → 12/2019
    Summit Brokerage Services, Inc.
    Boca Raton, FL
  • 05/2017 → 09/2022
    First Allied Securities, Inc.
    San Diego, CA
  • 05/2017 → 02/2023
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 02/2023 → Present
    Creative Planning Llc
    Overland Park, KS
Previous Registrations
  • 2017-06-02 → 2023-02-17
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 2015-02-09 → 2017-05-19
    Manhattan Beach, CA
    Los Angeles, CA
    Los Angeles, CA
Other Businesses

1. NAME OF OTHER BUSINESS: TIRESWING MEDIA, LLC INVESTMENT RELATED: NO ADDRESS: MANHATTAN BEACH, CA NATURE OF BUSINESS: FILM AND TV PRODUCTION START DATE: 03/2017 POSITION/TITLE/RELATIONSHIP: OFFICER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OFFICER OF COMPANY 2. Name of other Business: Rental Property Investment Related: Yes Address: Redondo Beach, CA Nature of Business: Investment Property Your position: Owner/Landlord Start Date: 03/01/2016 Approx. Hours: 1 per month/ 0 during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-09
  • S66 Uniform Combined State Law Examination
    2015-02-09
Designations
  • Certified Financial Planner
Other Names
  • Christy Tillman
  • Christy Tillman
  • Christy Tillman Kniffel
  • Christine Linnea Tillman Kniffel

View on SEC IAPD

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