Zachary Montana Kellner

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

• 06/2022 → 12/2022
  Varsity Tutors
  Saint Louis, MO
• 12/2022 → 11/2024
  Equitable Advisors, Llc
  New York, NY
• 07/2018 → 05/2022
  Raymore Peculiar High School
  Peculiar, MO
• 07/2018 → 01/2021
  Amc Theaters
  Leawood, KS
• 07/2017 → 06/2018
  Fairfax School District
  Fairfax, MO
• 05/2017 → 07/2017
  Unemployed
  Maryville, MO
• 07/2010 → 05/2017
  Palace Theater
  Springfield, MO
• 11/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-02-02 → 2024-11-01
  Equitable Advisors, Llc
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Zachary Kellner