Paul Liles Casazza

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

• 05/2013 → 09/2021
  Raymond James Financial Services, Inc.
  Oak Brook, IL
• 01/2014 → 09/2021
  Dashboard Wealth Advisors
  Oak Brook, IL
• 05/2013 → 09/2021
  Raymond James Financial Services Advisors Inc.
  Oak Brook, IL
• 03/2017 → 09/2021
  The Orchard Group
  Oak Brook, IL
• 10/2021 → Present
  Creative Planning, Llc
  Oak Brook, IL

Previous Registrations

• 2013-05-17 → 2021-10-20
  Raymond James Financial Services Advisors, Inc
  Oak Brook, IL
• 2009-06-01 → 2013-06-13
  Morgan Stanley
  Oakbrook Terrace, IL
  Oak Brook, IL
• 2007-08-10 → 2009-06-01
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
• 2006-07-24 → 2007-08-17
  A. G. Edwards & Sons, Inc.
  Oakbrook Terrace, IL

Exams

• S66 Uniform Combined State Law Examination
  2006-07-21

Other Names

• Paul L Casazza