Evan Lamb

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

• 10/2021 → Present
  Sageview Advisory Group
  Newport Beach, CA
• 05/2019 → 10/2021
  Carta
  San Francisco, CA
• 12/2016 → 05/2019
  The Siegfried Group
  San Francisco, CA
• 10/2013 → 12/2016
  Haskell & White Llp
  Irvine, CA
• 12/2021 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Creative Planning, Llc
  Newport Beach, CA

Previous Registrations

• 2022-04-20 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PRIVATE WEALTH MANAGEMENT POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR START DATE: 10/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND PRIVATE WEALTH ADVISING TO INDIVIDUALS; 2: NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC CRD 126777, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 12/2022, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Designations

• Chartered Financial Analyst