Mercedes Letroy Givens

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

• 07/2012 → 09/2016
  U.S. Bank
  Prairie Village, KS
• 09/2016 → 06/2017
  Bank Of Blue Valley
  Overland Park, KS
• 06/2017 → 05/2019
  Blue Valley Wealth Advisors, Inc.
  Overland Park, KS
• 07/2019 → 06/2020
  Phd Retirement Consulting
  Overland Park, KS
• 06/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2019-08-12 → 2020-06-30
  Phd Retirement Consulting
  Overland Park, KS
• 2017-07-19 → 2019-05-10
  Blue Valley Wealth Advisors, Inc.
  Overland Park, KS

Other Businesses

Rental Property; Overland Park, KS; not investment related; position-Managing Member and operator; start date 1.16.23; 5 hours per month/0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-19

Designations

• Certified Financial Planner