Bradley Kyle Ray

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 → Present
  Creative Planning
  Leawood, KS
• 12/2016 → 12/2017
  Commerce Bank
  Kansas City, MO
• 01/2015 → 05/2018
  University Of Missouri - Kansas City
  Kansas City, MO

Other Businesses

Mo Tasty Brands, LLC.: Springfield, MO; not investment related; Owner; start date 6.13.23; 0 hours spent on the business; nature of the business is selling seasonings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-24

Designations

• Certified Financial Planner