Michael Scott Moleski

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

• 01/2012 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2008-03-25 → 2012-01-09
  Strategic Advisers Llc
  Oakbrook, IL
• 2002-07-08 → 2007-06-12
  New England Securities
  Chicago, IL
  Chicago, IL

Other Businesses

MOLESKI FAMILY FARM, LLC: LEMONT, IL 60439, NON INVESTMENT-RELATED, REAL ESTATE - RESIDENTIAL AND FARM RENTAL, MANAGER AND 100% OWNER, STARTED DECEMBER 12, 2017, APPROXIIMATE NUMBER OF HOURS PER MONTH: 10, ZERO HOURS DURINING SECURITIES TRADING HOURS, OWNER AND MANAGER OF BUSINESS. OAA#: 8097 | ORG NAME:SELF | ORG ADDR:CHICAGO, IL, US | NATURE OF BUS:REAL ESTATE RENTAL | INVST REL:N | TITLE:SELF | DUTIES:RESIDENTIAL RENT | START DT:04/16/2010 | TOTAL HRS P/M:4 | SEC TRDNG HRS P/M:0

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-05
• S63 Uniform Securities Agent State Law Examination
  1999-06-04

Designations

• Certified Financial Planner

Other Names

• Michael Moleski