Cassandra Anne Stokes

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

• 08/2015 → 01/2018
  J.P. Morgan Chase / J.P. Morgan Securities Llc
  Los Angeles, CA
• 01/2018 → 10/2019
  Comerica Bank
  Los Angeles, CA
• 10/2019 → 03/2023
  Silicon Valley Bank/ Svb Investment Svcs., Inc./Svb Wealth
  Los Angeles, CA
• 03/2023 → 04/2025
  Svb Wealth/First Citizens Investor Svcs., Inc. /First Citizens
  San Francisco, CA
• 04/2025 → 07/2025
  Capital Group / Capital Group Private Client Services, Inc.
  San Francisco, CA
• 07/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2025-04-25 → 2025-07-10
  Capital Group Private Client Services, Inc.
  San Francisco, CA
• 2022-03-04 → 2025-04-10
  Svb Wealth
  Santa Monica, CA
  Beverly Hills, CA
  San Francisco, CA
• 2020-01-03 → 2022-07-29
  Svb Investment Services Inc.
  San Francisco, CA
  Santa Monica, CA
  Santa Monica, CA
  San Francisco, CA
  San Diego, CA
  Santa Monica, CA
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-21
• S65 Uniform Investment Adviser Law Examination
  2020-01-03

Other Names

• Cassandra Anne Flenker
• Cassandra Stokes