Christophor Alan Rowell

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

• 06/2016 → 01/2021
  Charles Schwab & Co., Inc.
  The Woodlands, TX
• 06/2016 → 01/2021
  Charles Schwab Bank
  The Woodlands, TX
• 01/2021 → 02/2022
  Westwood Management Corp.
  Houston, TX
• 06/2021 → 02/2022
  Foreside Fund Services, Llc
  Houston, TX
• 02/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-06-25 → 2022-03-24
  Westwood Wealth Management
  Houston, TX
  Dallas, TX
• 2016-07-12 → 2021-01-18
  Charles Schwab & Co., Inc.
  Omaha, NE
  West Des Moines, IA
  The Woodlands, TX
• 2011-07-28 → 2016-06-20
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2011-07-28 → 2016-06-20
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2011-07-08

Other Names

• Christophor Alan Rowell
• Chris Alan Rowell
• Chris A Rowell