Robert Bruce Whited

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

• 08/2005 → 05/2020
  Self Employed
  San Francisco, CA
• 01/2021 → 10/2022
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 05/2020 → 01/2021
  North Pier Fiduciary Management, Llc
  Marina Del Rey, CA
• 12/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-02-25 → 2022-10-14
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-09

Designations

• Chartered Financial Analyst