Dylan Ray Ross

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

• 06/2017 → 11/2020
  Ameriprise Financial Services, Inc
  Springfield, MO
• 05/2017 → 06/2017
  R&D Leverage
  Lees Summit, MO
• 08/2006 → 05/2017
  Student
  Springfield, MO
• 11/2020 → 06/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 05/2021 → 06/2021
  Lpl Financial Llc
  Fort Mill, SC
• 06/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-11-20 → 2021-06-04
  Waddell & Reed
  Overland Park, KS
• 2017-12-14 → 2020-11-10
  Ameriprise Financial Services, Llc
  Springfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06

Designations

• Certified Financial Planner

Other Names

• Dylan Ray Ross
• Dylan Ross