Mckenna Lea Galante

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 → 05/2018
  Hewins Financial Advisors, Llc
  Edina, MN
• 01/2016 → 05/2017
  Hewins Financial Advisors, Llc
  Milwaukee, WI
• 09/2013 → 06/2017
  Marquette University
  Milwaukee, WI
• 06/2018 → 09/2019
  Wipfli Financial Advisors, Llc
  Edina, MN
• 10/2019 → 08/2020
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
• 09/2020 → 09/2022
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
• 10/2022 → Present
  Creative Planning, Llc
  Milwaukee, WI

Previous Registrations

• 2017-12-04 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Edina, MN
  Milwaukee, WI
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-04

Designations

• Certified Financial Planner

Other Names

• Mckenna Lea Girtz