Sonja Simons Cashion

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

• 09/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2006 → Present
  Strategic Financial Solutions
  Leawood, KS
• 05/2015 → Present
  Creative Planning
  Leawood, KS
• 04/2017 → Present
  Creative Planning
  Leawood, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-22

Designations

• Certified Financial Planner

Other Names

• Sonja Michelle Simons
• Sonja S. Cashion