Cole Travis Beckwith

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

• 01/2014 → 04/2017
  Us Army
  Fort Bragg, NC
• 04/2017 → 08/2018
  Thomas Crane, Llc
  Mesa, AZ
• 08/2018 → 03/2020
  Tpc Scottsdale
  Scottsdale, AZ
• 03/2020 → 12/2020
  Full Time Student
  Tempe, AZ
• 12/2020 → 03/2022
  Keystone Wealth Partners
  Chandler, AZ
• 03/2022 → Present
  Creative Planning, Llc
  Gilbert, AZ

Previous Registrations

• 2022-03-31 → 2022-06-29
  Keystone Wealth Partners Llc
  Chandler, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-17

Designations

• Certified Financial Planner