Guilherme Henrique Silva Dos Santos

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

• 04/2022 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lees Summit, MO
• 04/2022 → 11/2024
  Bank Of America N.A
  Lees Summit, MO
• 07/2020 → 04/2022
  Garmin International
  Olathe, KS
• 03/2020 → 07/2020
  Kc Dumpster Company/R.R Taylor Construction
  Lees Summit, MO
• 07/2019 → 03/2020
  Unemployed
  Lees Summit, MO
• 06/2013 → 07/2019
  Una Telecom (Formerly Keraxweb)
  Sao Paulo
• 01/2016 → 12/2017
  Devry Brasil (Metrocamp)
  Campinas
• 11/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-09-19 → 2024-11-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Independence, MO
  Lees Summit, MO
  Lees Summit, MO
  New York, NY
  Independence, MO
  Kansas City, MO

Other Businesses

I*1868273 , Entity Type, For Profit,Entity Publicly Traded Name of OBA:Amazon Flex Address:Kansas City,Missouri,64147 Investment Related: no Position, Title, Association: Other Employee Start Date: 08/30/2024 No Hours:3 weekly No Hours during trading: 0 Duties:Warehouse and delivery. Pick up orders in the warehouse and deliver to client's houses.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-18

Other Names

• Gui Silva Dos Santos
• Guilherme H Silvadossantos