George Z Lin

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

• 12/2005 → 12/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 12/2019 → 04/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-02-28 → 2022-04-22
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31
• S63 Uniform Securities Agent State Law Examination
  2006-08-25

Designations

• Certified Financial Planner

Other Names

• George Lin