Devon Williams Daniels

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:

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2023-10-10

DE RA
APPROVED

Since 2023-10-10

Branch Locations

4001 Kennett Pike, Suite 216, Greenville, DE 19807 • 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

Organization	City	State	From	To
Daniels + Tansey, Llp	Wilmington	DE	01/2007	10/2023
Creative Planning, Llc	Wilmington	DE	10/2023	Present

01/2007 → 10/2023

Daniels + Tansey, Llp

Wilmington, DE
10/2023 → Present

Creative Planning, Llc

Wilmington, DE

Previous Registrations

2018-01-03 → 2023-10-06

Daniels + Tansey, L.L.P.

Wilmington, DE
2004-02-10 → 2017-12-31

Daniels + Tansey, L.L.P.

Wilmington, DE
2000-04-17 → 2004-10-01

Cambridge Investment Research, Inc.

Wilmington, DE

Wilmington, DE

Other Businesses

1)DANIELS & DANIELS,INC.(NON-INVESTMENT-RELATED)PO BOX 4649,GREENVILLE,DE;INSURANCE BROKERAGE;PRESIDENT;1987-PRESENT;2 HRS/WK DURING TRADING HRS;MARKETING.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-31
S63	Uniform Securities Agent State Law Examination	1987-01-05

S65 Uniform Investment Adviser Law Examination

1996-10-31
S63 Uniform Securities Agent State Law Examination

1987-01-05

Designations

Chartered Financial Consultant

Other Names

Devon K Williams
Devon W Andrews

View on SEC IAPD