Cassidy Marie Mcmaster

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

• 06/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2016 → 01/2019
  Washburn Rural High School
  Topeka, KS
• 01/2019 → 01/2021
  Coldstone Creamery
  Topeka, KS
• 01/2021 → 05/2021
  University Of Kansas
  Lawrence, KS
• 05/2021 → 08/2021
  Joann Stores
  Topeka, KS
• 08/2021 → 05/2022
  Lawrence Country Club
  Lawrence, KS
• 05/2022 → 06/2023
  Topeka Country Club
  Topeka, KS
• 06/2023 → 08/2023
  American Century Investments
  Kansas City, MO
• 08/2022 → 05/2024
  Ku Business Career Services
  Lawrence, KS
• 01/2024 → 05/2024
  Lawrence Country Club
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-04

Designations

• Certified Financial Planner