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Tyler Gregory Merrill

Creative Planning

Irvine, CA

Overland Park, KS

CRD 7953476

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

1 Park Plaza, Suite 700, Irvine, CA 92614 • 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
OrganizationCityStateFromTo
Raymond James Newport Beach CA 07/2024 06/2025
University Of California, Irvine Irvine CA 02/2023 03/2025
Little Sister Irvine CA 10/2022 05/2023
City Of Yucaipa Yucaipa CA 08/2022 05/2024
Vons Yucaipa CA 03/2019 09/2021
Yucaipa High School Yucaipa CA 08/2017 06/2021
Mesa View Middle School Calimesa CA 08/2014 06/2017
University Of California, Irvine Irvine CA 09/2021 06/2025
Creative Planning, Llc Irvine CA 06/2025 Present
  • 07/2024 → 06/2025
    Raymond James
    Newport Beach, CA
  • 02/2023 → 03/2025
    University Of California, Irvine
    Irvine, CA
  • 10/2022 → 05/2023
    Little Sister
    Irvine, CA
  • 08/2022 → 05/2024
    City Of Yucaipa
    Yucaipa, CA
  • 03/2019 → 09/2021
    Vons
    Yucaipa, CA
  • 08/2017 → 06/2021
    Yucaipa High School
    Yucaipa, CA
  • 08/2014 → 06/2017
    Mesa View Middle School
    Calimesa, CA
  • 09/2021 → 06/2025
    University Of California, Irvine
    Irvine, CA
  • 06/2025 → Present
    Creative Planning, Llc
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
Other Names
  • Tyler G Merrill

View on SEC IAPD

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Nearby Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA

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