Anthony David Favela

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

• 06/2009 → Present
  Us Army National Guard
  Austin, TX
• 01/2013 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2011-04-11 → 2013-01-09
  Harrisdirect Llc
  Arlington, VA
• 2009-12-09 → 2011-03-22
  Chase Investment Services Corp.
  Westminster, CO
  Thornton, CO
  Thornton, CO
  Denver, CO
  Northglenn, CO
• 2009-06-01 → 2009-12-07
  Morgan Stanley
  Denver, CO
• 2007-03-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Denver, CO
• 2006-09-19 → 2007-03-07
  Waddell & Reed
  Las Vegas, NV

Other Businesses

ARMY NATIONAL GUARD - AUSTIN, TX - NOT INVESTMENT RELATED. POSITION: THEATRE INFORMATION OPERATIONS GROUP. DUTIES: INFORMATION OPERATIONS START DATE JUNE 2009, 16 HRS PER MONTH, NONE DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-18