Colton James Fee

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

• 09/2021 → 12/2022
  Pricewaterhousecoopers
  Kansas City, MO
• 01/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2021 → 08/2021
  Fee Insurance Group
  Hutchinson, KS
• 05/2020 → 08/2020
  Pricewaterhousecoopers
  Kansas City, MO
• 05/2018 → 08/2018
  First National Bank Of Hutchinson
  Hutchinson, KS
• 05/2014 → 08/2017
  Bold 3P&L
  Hutchinson, KS
• 08/2016 → 05/2020
  University Of Kansas
  Lawrence, KS
• 08/2020 → 05/2021
  University Of Kansas
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-03

Designations

• Certified Financial Planner