Jennifer Wei

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:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-22

TX RA
APPROVED

Since 2023-05-22

Branch Locations

Mckinney, TX • United States

5949 Sherry Lane, Suite 900, Dallas, TX 75225 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Great Wall Chinese Restaurant	Kankakee	IL	01/2015	05/2023
Gracie Pie Apothecary	Kankakee	IL	05/2017	05/2019
Starbucks At Union	Champaign	IL	05/2019	09/2019
Caffe Bene	Champaign	IL	09/2019	03/2023
Abbvie	Chicago	IL	05/2021	08/2021
Wipfli Financial Advisors	Chicago	IL	05/2022	08/2022
University Of Illinois @ Urbana Champaign	Champaign	IL	08/2019	12/2022
Gies College Of Business	Champaign	IL	08/2021	12/2021
Ifsi/University Of Illinois @ Urbana Champaign	Champaign	IL	08/2020	03/2023
Kankakee High School	Kankakee	IL	08/2015	05/2019
Creative Planning, Llc	Dallas	TX	05/2023	Present

01/2015 → 05/2023

Great Wall Chinese Restaurant

Kankakee, IL
05/2017 → 05/2019

Gracie Pie Apothecary

Kankakee, IL
05/2019 → 09/2019

Starbucks At Union

Champaign, IL
09/2019 → 03/2023

Caffe Bene

Champaign, IL
05/2021 → 08/2021

Abbvie

Chicago, IL
05/2022 → 08/2022

Wipfli Financial Advisors

Chicago, IL
08/2019 → 12/2022

University Of Illinois @ Urbana Champaign

Champaign, IL
08/2021 → 12/2021

Gies College Of Business

Champaign, IL
08/2020 → 03/2023

Ifsi/University Of Illinois @ Urbana Champaign

Champaign, IL
08/2015 → 05/2019

Kankakee High School

Kankakee, IL
05/2023 → Present

Creative Planning, Llc

Dallas, TX

Other Businesses

The Motolab LLC; Not investment-related; 10447 Red Clover Dr, Frisco, TX 75033; Registered agent/Partial owner; Start 6/2026; 12 hours / month; 0 hours / month during securities trading hours; Listed as Registered Agent/Partial Owner for LLC License

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-16

S65 Uniform Investment Adviser Law Examination

2022-09-16

View on SEC IAPD