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Michael Christian Eriquez

Creative Planning

Phoenix, AZ

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-02
  • AZ RA
    APPROVED
    Since 2026-01-02

Branch Locations

2355 E. Camelback Road., Suite 500, Phoenix, AZ 85016 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heaert For The City Glendale AZ 03/2010 12/2016
A2Z Cabinets And Floors Peoria AZ 01/2017 06/2017
Phoeniz Christian Preparatory School Phoenix AZ 07/2017 03/2021
Fullerton Financial Planning Peoria AZ 03/2021 03/2023
Equitable Advisors, Llc New York NY 04/2023 12/2024
Java Grounds Peoria AZ 09/2015 12/2016
Sageview Advisory Group, Llc Newport Beach CA 01/2025 12/2025
Creative Planning, Llc Phoenix AZ 12/2025 Present
  • 03/2010 → 12/2016
    Heaert For The City
    Glendale, AZ
  • 01/2017 → 06/2017
    A2Z Cabinets And Floors
    Peoria, AZ
  • 07/2017 → 03/2021
    Phoeniz Christian Preparatory School
    Phoenix, AZ
  • 03/2021 → 03/2023
    Fullerton Financial Planning
    Peoria, AZ
  • 04/2023 → 12/2024
    Equitable Advisors, Llc
    New York, NY
  • 09/2015 → 12/2016
    Java Grounds
    Peoria, AZ
  • 01/2025 → 12/2025
    Sageview Advisory Group, Llc
    Newport Beach, CA
  • 12/2025 → Present
    Creative Planning, Llc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-26
S65 Uniform Investment Adviser Law Examination 2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2023-05-26
  • S65 Uniform Investment Adviser Law Examination
    2022-06-30
Other Names
  • Michael Christian Eriquez
  • Michael C Eriquez

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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