Heather Ann Tweedlie

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

• 09/2018 → 07/2022
  Cassaday & Company, Inc.
  Mclean, VA
• 08/2014 → 05/2018
  Virginia Polytechnic Institute And State University
  Blacksburg, VA
• 08/2022 → 10/2024
  Glassman Wealth Services, Llc
  Vienna, VA
• 05/2018 → 09/2018
  Unemployed
  Alexandria, VA
• 12/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-08-08 → 2024-10-09
  Glassman Wealth Services, Llc
  Vienna, VA
  Washington, DC
  North Bethesda, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-16

Designations

• Certified Financial Planner

Other Names

• Heather Ann Tweedlie