Cara Lynn Esser

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

• 07/2010 → 07/2017
  Morningstar
  Chicago, IL
• 07/2017 → 05/2019
  Mesirow Financial
  Chicago, IL
• 05/2019 → 05/2020
  Blue Cross Blue Shield Association
  Chicago, IL
• 05/2020 → 09/2023
  Mesirow Financial
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Chicago, IL

Other Businesses

Home owner's Association; Chicago, IL; not investment related; President; Start date 1/1/2022; 5 hours per month/ 0 hours during trading; duties vary with condo business.

Designations

• Chartered Financial Analyst

Other Names

• Cara Lynn Scatizzi
• Cara Esser