David Thomas Hooban

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

• 04/2012 → 08/2019
  Gallagher Benefit Services
  Miami, FL
• 04/2016 → 08/2019
  Kestra Financial Services, Inc
  Austin, TX
• 08/2019 → 12/2021
  Lockton Companies Llc
  Miramar, FL
• 08/2019 → 12/2021
  Lockton Financial Advisors, Llc
  Miramar, FL
• 08/2019 → 12/2021
  Lockton Investment Advisors, Llc
  Miramar, FL
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-09-26 → 2021-12-31
  Lockton Investment Advisors, Llc
  Overland Park, KS
  Miramar, FL
  Boca Raton, FL
• 2016-04-26 → 2019-08-28
  Kestra Advisory Services, Llc
  Doral, FL
• 2015-11-18 → 2016-09-22
  Kestra Investment Services, Llc
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-12
• S63 Uniform Securities Agent State Law Examination
  2009-12-22

Other Names

• Dave Hooban