Connor Reynolds Stremel

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 → 10/2018
  Hightower Securities, Llc
  Mission Woods, KS
• 05/2014 → 06/2017
  Williams Education Fund
  Lawrence, KS
• 10/2018 → 12/2022
  Pegasus Capital Management
  Overland Park, KS
• 01/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-10-25 → 2022-12-22
  Commonwealth Financial Network
  Overland Park, KS
• 2018-04-27 → 2018-09-21
  Hightower Advisors, Llc
  Mission Woods, KS
  Mission Woods, KS

Exams

• S66 Uniform Combined State Law Examination
  2017-09-28

Designations

• Certified Financial Planner