Michael Nash Zabalaoui

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

• 01/1984 → 12/2021
  Resource Management, Inc.
  Metairie, LA
• 12/2021 → Present
  Creative Planning, Llc
  Metairie, LA

Previous Registrations

• 2011-06-02 → 2021-12-21
  Resource Management, Llc
  Metairie, LA

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-18

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Zee Zabalaoui