Amy Lynn Macal

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

• 01/2022 → 09/2022
  Wipfli Financial Advisors, Llc
  Lincolnshire, IL
• 05/2006 → 11/2021
  Fifth Third Bank (F/K/A Mb Financial, F/K/A American Chartered)
  Oak Brook, IL
• 10/2022 → Present
  Creative Planning, Llc
  Aurora, IL

Previous Registrations

• 2022-02-04 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Aurora, IL
  Lincolshire, IL
  Milwaukee, WI

Designations

• Certified Financial Planner

Other Names

• Amy Lynn Esslinger