Nicholas Lynn Zeitlow

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

• 08/2021 → Present
  Creative Planning Llc
  Overland Park, KS
• 08/2013 → 05/2017
  Boonville School District
  Boonville, MO
• 05/2017 → 08/2017
  Spirit Of '76 Fireworks
  Boonville, MO
• 08/2017 → 05/2021
  Lindenwood University
  St. Charles, MO
• 05/2018 → 08/2018
  Zeitlow Distributing Company
  Boonville, MO
• 06/2020 → 08/2020
  Tom Adair Construction
  Wooldridge, MO
• 05/2021 → 08/2021
  Unemployed
  Boonville, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-01

Designations

• Certified Financial Planner

Other Names

• Nick Zeitlow