Whitney Danielle Hill

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
• 03/2022 → 03/2023
  Collective Wealth Partners
  Durham, NC
• 06/2020 → 03/2022
  Grid 202 Partners
  Durham, NC
• 05/2016 → 05/2020
  Beyond Hope Llc
  Athens, OH
• 09/2019 → Present
  Satin Project Llc
  Columbus, OH

Other Businesses

Name of Other Business: Satin Project LLC Investment Related Business: No Address of Other Business: 6545 Market Ave STE 100 North Canton, Ohio 44721 Nature of Other Business: Ecommerce business Start Date of Relationship: 2019 Number of Hours Devoted to Business per Month: 2 Number of Hours Devoted during Securities Trading Hours: 0 Duties Relating to Other Business: Communicating with manufacturer. Packaging and mailing product. Name of Other Business: Scoops Enterprises LLC Investment Related Business: No Address of Other Business: 4200 Regent St STE 200 Columbus, Ohio 43219 Nature of Other Business: QSR Position/Title/Relationship: Owner (Franchisee) Start Date of Relationship: 2022 Number of Hours Devoted to Business per Month: 4 Number of Hours Devoted during Securities Trading Hours: 0 Duties Relating to Other Business: Co-owner. Liaison with corporate office Name of Other Business: Hill Estate Limited Investment Related Business: Yes 0No 1 Address of Other Business: Columbus, Ohio Nature of Other Business: Rental Properties Position/Title/Relationship: Owner Start Date of Relationship: 5/2019 Number of Hours Devoted to Business per Month: 1 Number of Hours Devoted during Securities Trading Hours: 0 Duties Relating to Other Business: Co-owner. Liaison with property manager

Designations

• Certified Financial Planner

Other Names

• Whitney Hill