Jacob Alan Gadwood

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

• 01/2017 → 05/2021
  Lockton Companies, Llc
  Kansas City, MO
• 02/2017 → 05/2021
  Lockton Financial Advisors, Llc
  Kansas City, MO
• 08/2008 → 12/2016
  Kansas State Univiersity
  Manhattan, KS
• 05/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Other Businesses

Gadwood Group; 12430 W 62nd Terrace, Shawnee, KS 66216;not investment related; Real Estate/CFO; Duties - in charge of finances, bookkeeping, payroll& commissions; start date 1.1.19; 15 hours/0 hours during trading. NFJ Properties, LLC; 14605 W 50th St., Shawnee, KS 66216; not investment related; Real Estate/CFO; Duties - in charge of finances and analyzing potential acquisition targets; start date 10.21.19; 10 hours/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-06
• S63 Uniform Securities Agent State Law Examination
  2018-09-14

Designations

• Certified Financial Planner