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Frederick Joseph Cornelius

Creative Planning

North Bethesda, MD

Overland Park, KS

CRD 1588904

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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
MD RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • MD RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

6116 Executive Blvd., Suite 550, North Bethesda, MD 20852 • 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
Burt Associates, Inc. North Bethesda MD 03/2001 11/2025
Creative Planning, Llc North Bethesda MD 11/2025 Present
  • 03/2001 → 11/2025
    Burt Associates, Inc.
    North Bethesda, MD
  • 11/2025 → Present
    Creative Planning, Llc
    North Bethesda, MD
Previous Registrations
  • 2001-04-17 → 2026-03-27
    Burt Wealth Advisors
    Rockville, MD
    North Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-15
S63 Uniform Securities Agent State Law Examination 1987-04-29
  • S65 Uniform Investment Adviser Law Examination
    1996-02-15
  • S63 Uniform Securities Agent State Law Examination
    1987-04-29
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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GLASSMAN WEALTH SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Brian SCOTT Ewers
STACEE BAIN CRITTENDEN
SYED ABDUL RUMIN

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD
GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

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