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David Burke Hallam

Creative Planning

Overland Park, KS

Radnor, PA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-10-04
  • PA RA
    APPROVED
    Since 2022-10-04

Branch Locations

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

170 North Radnor-Chester Road Suite 200, Radnor, PA 19087 • 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
The Vanguard Group, Inc. Malvern PA 05/2017 10/2019
The Legacy Foundation, Llc Charlottesville VA 02/2017 05/2017
Virginia Tech Blacksburg VA 08/2012 12/2016
Self Employed San Francisco CA 08/2017 01/2018
Hotel Warner West Chester PA 11/2018 03/2019
Wipfli Financial Advisors, Llc Radnor PA 10/2019 09/2020
Wipfli Financial Advisors, Llc Radnor PA 10/2020 09/2022
Creative Planning, Llc Radnor PA 10/2022 Present
  • 05/2017 → 10/2019
    The Vanguard Group, Inc.
    Malvern, PA
  • 02/2017 → 05/2017
    The Legacy Foundation, Llc
    Charlottesville, VA
  • 08/2012 → 12/2016
    Virginia Tech
    Blacksburg, VA
  • 08/2017 → 01/2018
    Self Employed
    San Francisco, CA
  • 11/2018 → 03/2019
    Hotel Warner
    West Chester, PA
  • 10/2019 → 09/2020
    Wipfli Financial Advisors, Llc
    Radnor, PA
  • 10/2020 → 09/2022
    Wipfli Financial Advisors, Llc
    Radnor, PA
  • 10/2022 → Present
    Creative Planning, Llc
    Radnor, PA
Previous Registrations
  • 2019-10-21 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
    Radnor, PA
Other Businesses

Kennett Brewing Company; Kennett Square, PA; not investment related; Bartender; start date 8.1.20; 32 hours per month/0 hours during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-28
  • S63 Uniform Securities Agent State Law Examination
    2017-06-28
Designations
Other Names
  • Burke Hallam
  • David Hallam

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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