Alek James Van Valkenburg

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

• 08/2017 → 06/2022
  Gradient Advisors
  Arden Hills, MN
• 04/2017 → 06/2022
  Case Central
  Arden Hills, MN
• 09/2013 → 12/2016
  Gustavus Adolphus College
  St. Peter, MN
• 12/2016 → 04/2017
  Unemployment
  Arden Hills, MN
• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2017-09-05 → 2022-07-08
  Gradient Advisors, Llc
  Arden Hills, MN
  Arden Hills, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-24

Designations

• Certified Financial Planner