Kenneth Edward Gatliff

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

• 07/2018 → 03/2022
  Keystone Wealth Partners, Llc
  Chandler, AZ
• 04/2018 → 03/2022
  Keystone Wealth Partners
  Chandler, AZ
• 04/2007 → 04/2018
  Matson Money, Inc
  Scottsdale, AZ
• 03/2022 → Present
  Creative Planning, Llc
  Gilbert, AZ

Previous Registrations

• 2018-09-20 → 2022-06-29
  Keystone Wealth Partners Llc
  Chandler, AZ
• 2007-04-17 → 2007-05-04
  Thrivent Investment Management Inc.
  Hamilton, OH
  Fort Wayne, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-06
• S66 Uniform Combined State Law Examination
  2007-01-16

Other Names

• Kenny Gatliff