Ashif M Siddique

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

• 03/2022 → 01/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 01/2013 → Present
  Sid Properties Llc
  Stillwell, KS
• 01/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-01-17 → 2025-01-16
  Onedigital
  Overland Park, KS
  Overland Park, KS

Other Businesses

SID Properties LLC; Not investment related; Stilwell, KS 66085; Multi family residential rental; Owner; Start 1/2013; Less than 1 hour/month; 0 hour/month during trading hours; Silent Partner

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-23