Garrett Patrick Dollard

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

• 04/2023 → Present
  Creative Planning Llc
  Overland Park, KS
• 08/2018 → 03/2023
  Morningstar Investment Management Llc
  Chicago, IL
• 11/2017 → 08/2018
  Sports Made Personal
  Glenview, IL
• 03/2015 → 08/2017
  Nxtsports - Chicago
  Chicago, IL

Other Businesses

Other Business 1 - Name of Other Business: Junkyard Dogs Lacrosse Investment Related Business: No Nature of Other Business: Youth Lacrosse Program Position/Title/Relationship: Coach Start Date of Relationship: 04/2018 Number of Hours Devoted to Business per Month: 20 - April, May, June Number of Hours Devoted during Securities Trading Hours: 0 Duties Relating to Other Business: Coaching youth boys and girls lacrosse Other Business 2 - Name of Other Business: Team ONE Lacrosse Investment Related Business: No Address of Other Business: 3090 N Lake Terrace, Glenview, IL 60026 Nature of Other Business: Youth Lacrosse Program Position/Title/Relationship: Coach Start Date of Relationship: 09/2022 Number of Hours Devoted to Business per Month: 20 - June, July, October, November Number of Hours Devoted during Securities Trading Hours: 0 Duties Relating to Other Business: Coaching youth girls lacrosse

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-01