Larry Letterio

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

Authority	Category	Status	Date
PA	RA	APPROVED	2023-09-06

PA RA
APPROVED

Since 2023-09-06

Branch Locations

Valencia, PA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation Yes
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Altair Management Partners	Wexford	PA	08/1992	02/2023
Kistler-Tiffany Advisors	Berwyn	PA	02/2023	08/2023
Creative Planning, Llc	Berwyn	PA	09/2023	Present

08/1992 → 02/2023

Altair Management Partners

Wexford, PA
02/2023 → 08/2023

Kistler-Tiffany Advisors

Berwyn, PA
09/2023 → Present

Creative Planning, Llc

Berwyn, PA

Previous Registrations

2023-03-07 → 2023-09-29

Kistler-Tiffany Advisors

Valencia, PA

Berwyn, PA
2022-12-06 → 2023-01-18

Kistler-Tiffany Advisors

Berwyn, PA
1997-10-01 → 2022-12-31

Altair Management Partners, Inc.

Wexford, PA

Pittsburgh, PA

Wexford, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-02-24
S63	Uniform Securities Agent State Law Examination	1991-01-17

S65 Uniform Investment Adviser Law Examination

1992-02-24
S63 Uniform Securities Agent State Law Examination

1991-01-17

View on SEC IAPD