Ashton G. Swartzfager

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

• 02/2017 → 12/2021
  Lockton Companies, Llc
  Dallas, TX
• 02/2017 → 12/2021
  Lockton Financial Advisors, Llc
  Dallas, TX
• 08/2016 → 12/2016
  Elseworks
  Jackson, MS
• 06/2018 → 12/2021
  Lockton Investment Advisors Llc
  Dallas, TX
• 12/2021 → 06/2022
  Creative Planning. Llc
  Dallas, TX
• 06/2022 → 05/2025
  J.P. Morgan Institutional Investments Inc.
  Dallas, TX
• 06/2022 → 05/2025
  J.P. Morgan Investment Management, Inc.
  Dallas, TX
• 12/2015 → 06/2017
  Tyboroski Consulting, Llc
  Jackson, MS
• 05/2025 → Present
  Creative Planning, Llc
  Dallas, TX

Previous Registrations

• 2021-12-19 → 2022-06-06
  Creative Planning
  Overland Park, KS
  Dallas, TX
• 2018-08-21 → 2021-12-31
  Lockton Investment Advisors, Llc
  Dallas, TX
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-04
• S63 Uniform Securities Agent State Law Examination
  2018-01-19

Other Names

• Ashton Glenn Swartzfager