Ryan Matthew Seifert

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

• 04/2021 → 09/2022
  Wipfli Financial Advisors, Llc
  Chicago, IL
• 01/2017 → 04/2021
  Bp
  Chicago, IL
• 04/2015 → 01/2017
  Sva Plumb
  Madison, WI
• 10/2022 → Present
  Creative Planning, Llc
  Englewood, CO

Previous Registrations

• 2022-05-10 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Chicago, IL
  Englewood, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-10