Dylan Freberg

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

• 06/2020 → 02/2021
  Stallard Technologies Inc.
  Overland Park, KS
• 06/2021 → 01/2022
  Boyer Corporon Wealth Management
  Overland Park, KS
• 06/2018 → 05/2022
  University Of Kansas
  Lawrence, KS
• 08/2014 → 05/2018
  Blue Valley North High School
  Overland Park, KS
• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-04