Trent Douglas Evans

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

• 11/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 09/2019 → 10/2022
  Ernst & Young, Llp
  Kansas City, MO
• 05/2019 → 09/2019
  Unemployed
  Roeland Park, KS
• 08/2014 → 05/2019
  Kansas State University
  Manhattan, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-20

Designations

• Certified Financial Planner