Daniel Andrew Applegate

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 → 03/2022
  Keystone Wealth Partners
  Chandler, AZ
• 06/2020 → 07/2021
  Wisdom Index Advisors
  Prosper, TX
• 01/2012 → 05/2017
  Full-Time Education
  Keller, TX
• 08/2017 → 05/2021
  Liberty University
  Lynchburg, VA
• 05/2017 → 08/2017
  Unemployed
  Keller, TX
• 03/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-04-01 → 2022-06-29
  Keystone Wealth Partners Llc
  Chandler, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-15

Designations

• Certified Financial Planner