Anthony Thomas Priester

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

• 10/2016 → 03/2020
  Jimmy John's
  Oshkosh, WI
• 03/2020 → 05/2020
  J & J Services
  Green Lake, WI
• 01/2022 → 12/2024
  Kowal Investment Group, Llc
  Waukesha, WI
• 05/2020 → 01/2022
  Colony Brands, Inc.
  Sun Prairie, WI
• 01/2022 → 12/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 12/2024 → Present
  Creative Planning, Llc
  Brookfield, WI

Previous Registrations

• 2022-11-29 → 2024-12-23
  Kowal Investment Group, Llc
  Brookfield, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-11-15

Designations

• Certified Financial Planner