Carlton Johnson Weber

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

• 01/2018 → 04/2018
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2016 → 10/2017
  Anthem Community Center
  Anthem, AZ
• 02/2017 → 10/2017
  Vacation Village Resorts/Wxbp Marketing Inc.
  Scottsdale, AZ
• 09/2018 → 02/2019
  Usaa
  Phoenix, AZ
• 02/2019 → 03/2022
  Keystone Wealth Partners
  Chandler, AZ
• 07/2017 → 01/2018
  Boulder Creek High School
  Anthem, AZ
• 04/2018 → 09/2018
  Anthem Community Center
  Anthem, AZ
• 03/2022 → Present
  Creative Planning, Llc
  Gilbert, AZ

Previous Registrations

• 2019-04-16 → 2022-06-29
  Keystone Wealth Partners Llc
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-17
• S66 Uniform Combined State Law Examination
  2019-03-30
• S63 Uniform Securities Agent State Law Examination
  2018-09-04

Designations

• Certified Financial Planner

Other Names

• Carlton Weber