Justin Michael Dodge

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

• 12/2021 → Present
  Creative Planning, Llc
  New York, NY
• 09/2019 → 12/2021
  The Doman Group
  New York, NY
• 09/2018 → 08/2019
  Columbia University
  New York, NY
• 01/2018 → 08/2018
  Thorn Gershon, Llp
  Albany, NY
• 01/2017 → 12/2017
  Miami Marlins
  Miami, FL
• 01/2014 → 05/2017
  University Of Miami
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-13