Alexander Jeffrey Moore

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

• 01/2021 → 05/2022
  88Hedge
  Cedar Rapids, IA
• 11/2019 → 05/2022
  Alpha Chi Omega Sorority
  Ames, IA
• 06/2016 → 08/2020
  The North Bay Company
  Iowa City, IA
• 06/2017 → 01/2019
  Famous Footwear
  Coralville, IA
• 08/2018 → 05/2022
  Iowa State University
  Ames, IA
• 04/2012 → 04/2018
  Regina Jr/Sr Education Center
  Iowa City, IA
• 05/2022 → 02/2024
  Equitable Advisors, Llc
  New York, NY
• 02/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-08-02 → 2024-02-23
  Equitable Advisors, Llc
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2022-07-27

Other Names

• Alexander Moore
• Alex Jeffrey Moore