David Burke Hallam

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

• 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

• S63 Uniform Securities Agent State Law Examination
  2017-06-28

Designations

• Certified Financial Planner

Other Names

• Burke Hallam
• David Hallam