Tyler Saam

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

Authority	Category	Status	Date
IL	RA	APPROVED	2021-12-19

IL RA
APPROVED

Since 2021-12-19

Branch Locations

Arlington Heights, IL • United States

1 N Wacker Drive, Suite 1700, Chicago, IL 60606 • 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

Organization	City	State	From	To
Alight Solutions	Lincolnshire	IL	07/2005	10/2021
Lockton Companies, Llc	Chicago	IL	11/2021	12/2021
Lockton Investment Advisors, Llc	Chicago	IL	11/2021	12/2021
Creative Planning, Llc	Overland Park	KS	12/2021	Present

07/2005 → 10/2021

Alight Solutions

Lincolnshire, IL
11/2021 → 12/2021

Lockton Companies, Llc

Chicago, IL
11/2021 → 12/2021

Lockton Investment Advisors, Llc

Chicago, IL
12/2021 → Present

Creative Planning, Llc

Overland Park, KS

Previous Registrations

2021-12-13 → 2021-12-31

Lockton Investment Advisors, Llc

Chicago, IL

Overland Park, KS

Other Businesses

Saam Oil Company, Inc.; Scales Mound, IL; not investment related; Family owned business/passive investor, shareholder only; 0 hours spent on this business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-13

S65 Uniform Investment Adviser Law Examination

2021-12-13

View on SEC IAPD