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Zachary Allen Knox

Creative Planning

Eau Claire, WI

Overland Park, KS

Eau Claire, WI

CRD 6734616

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-09-19
  • WI RA
    APPROVED
    Since 2023-09-19

Branch Locations

4890 Owen Ayres Court Suite 200, Eau Claire, WI 54701 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Eau Claire, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aldi, Inc. Chippewa Falls WI 06/2016 11/2016
Stifel Eau Claire WI 12/2016 09/2023
Creative Planning, Llc Eau Claire WI 09/2023 Present
  • 06/2016 → 11/2016
    Aldi, Inc.
    Chippewa Falls, WI
  • 12/2016 → 09/2023
    Stifel
    Eau Claire, WI
  • 09/2023 → Present
    Creative Planning, Llc
    Eau Claire, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-20
  • S66 Uniform Combined State Law Examination
    2018-08-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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