Garrett Lee Workmon

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

• 04/2018 → Present
  Creative Planning
  Leawood, KS
• 06/2017 → 07/2017
  Wayzata Community Church
  Wayzata, MN
• 09/2017 → 03/2018
  Uber Technologies Inc
  Columbia, MO
• 06/2016 → 01/2017
  H&R Block
  Kansas City, MO
• 08/2013 → 05/2017
  University Of Missouri - Columbia
  Columbia, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-13

Designations

• Certified Financial Planner