Alexander Patrick Spence

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

• 06/2020 → 08/2020
  Twin Oaks Country Club
  Springfield, MO
• 05/2021 → 08/2021
  Indian Summer Pools And Spa
  Springfield, MO
• 05/2022 → 08/2022
  Highland Spring Country Club
  Springfield, MO
• 05/2023 → 08/2023
  O'REilly Auto
  Springfield, MO
• 05/2024 → 08/2024
  O'REilly Auto Parts
  Springfield, MO
• 06/2025 → 08/2025
  Pepsico
  Springfield, MO
• 06/2026 → Present
  Creative Planning, Llc
  Overland Park, KS
• 08/2016 → 05/2022
  Glendale High School
  Springfield, MO
• 08/2022 → 05/2023
  University Of Arkansas
  Fayetteville, AR
• 08/2023 → 05/2024
  University Of Arkansas
  Fayetteville, AR
• 08/2024 → 05/2025
  University Of Arkansas
  Fayetteville, AR
• 08/2025 → 05/2026
  University Of Arkansas
  Fayetteville, AR

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-21