Zachary Austin White

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

• 11/2017 → Present
  Creative Planning
  Overland Park, KS
• 07/2014 → 10/2017
  Tolleson Wealth Management
  Dallas, TX

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Zach Austin White
• Zach White