Dalton Grant Engle

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

• 08/2022 → 03/2023
  Independent Financial Group, Llc
  Manhattan, KS
• 08/2022 → 03/2023
  Urban Holdings, Llc
  Manhattan, KS
• 06/2022 → 08/2022
  The Vanguard Group
  Charlotte, NC
• 08/2022 → 12/2022
  Peer Mentor
  Manhattan, KS
• 06/2021 → 08/2021
  Legacy Financial Strategies
  Kansas City, KS
• 06/2020 → 08/2020
  K-State Athletics
  Manhatten, KS
• 06/2016 → 08/2019
  Little Apple Rentals
  Manhattan, KS
• 10/2012 → 08/2021
  Full Time Student
  Manhattan, KS
• 08/2019 → 05/2020
  Full Time Student
  Manhattan, KS
• 09/2020 → 06/2021
  Full Time Student
  Manhattan, KS
• 09/2021 → 06/2022
  Full Time Student
  Manhattan, KS
• 04/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-01-10 → 2023-03-24
  Independent Financial Group, Llc
  Manhattan, KS

Exams

• S66 Uniform Combined State Law Examination
  2023-01-10

Designations

• Certified Financial Planner

Other Names

• Dalton Engle