Skyler Todd Ray

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

• 11/2022 → 05/2024
  Primerica Financial Services
  Oklahoma City, OK
• 08/2023 → 05/2024
  Pfs Investments Inc.
  Oklahoma City, OK
• 05/2022 → 06/2024
  Hallbrook Country Club
  Leawood, KS
• 06/2022 → 07/2024
  University Of Missouri-Kansas City
  Kansas City, MO
• 08/2021 → 05/2022
  William Jewell College
  Liberty, MO
• 08/2020 → 08/2021
  Nicklaus Golf Club At Lionsgate
  Overland Park, KS
• 08/2017 → 05/2021
  Shawnee Mission South High School
  Overland Park, KS
• 08/2016 → 08/2017
  Indian Woods Middle School
  Overland Park, KS
• 06/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-25
• S63 Uniform Securities Agent State Law Examination
  2023-10-21

Designations

• Certified Financial Planner

Other Names

• Skyler Ray