Uma Sekar

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

• 08/2026 → Present
  Creative Planning, Llc
  Overland Park, KS
• 02/2025 → Present
  Your Hive
  Seattle, WA
• 04/2022 → 01/2025
  Parenting Partners
  Seattle, WA
• 08/2016 → 04/2022
  Capria Ventures
  Seattle, WA

Other Businesses

Your Hive; Not investment-related; Seattle, WA 98117; Financial literacy camps and classes for children of ages 7 to 18 years; Founder & CEO; Start 2/3/2025; 10 hours / month; 0 hours / month during securities trading hours; Create and deliver financial literacy curriculum to help navigate financial systems in the future. Gruha LLC; Investment-related; 711 N 86th Street, Seattle, WA 98103; Rental property; Governor; Start 1/29/2021; 1 hour / month; 0 hours / month during securities trading hours; Manage LLC and property manager for the rental property. Short-term rental; Investment-related; Seattle, WA 98117; Short-term rental of basement; Owner; Start 4/01/2022; 1 hour / month; 0 hours / month during securities trading hours; Own and manage short term rental of a studio basement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-19