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Gary L. Pittsford

Some features on this profile are disabled
CRD#: 364258
GP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Lee Pittsford, CFP® was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1970. Gary had worked at 10 firms and has passed the Series 65 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
- Century Meadows, LLC; Pendleton, IN; Not investment related; Nature of business is farm land; Position is Partner; start date 1-1-1980; 0 hours per month spent on the business; Receive profit from sale of crops each year. - Chessemen Holdings I, LLC; Pendleton, Indiana; Not investment related; Pass through entity to complete contract with company purchased 2019; Start Date 10.17.22; 1 hour per month/0 hours during trading.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1988

Experience

Past

June 24, 2021 - January 2, 2024

CREATIVE PLANNING

RIA
CRD#: 105348
Indianapolis, IN
Past

December 8, 2009 - June 21, 2021

CASTLE INVESTMENT ADVISORY, LLC

RIA
CRD#: 148569
INDIANAPOLIS, IN
Past

December 19, 2005 - October 6, 2008

PROSPERO FINANCIAL PLANNING, LLC

RIA
CRD#: 113046
INDIANAPOLIS, IN
Past

July 8, 1983 - July 6, 1984

LANDMARK SECURITIES CORPORATION

BD
CRD#: 13289
Past

July 25, 1978 - October 24, 1983

SYMON GROUP, LTD.

BD
CRD#: 7355
Past

May 24, 1974 - June 18, 1978

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

October 24, 1973 - June 15, 1974

SECURITY COUNSELORS INC.

BD
CRD#: 3335
Past

June 15, 1973 - July 25, 1973

INDEPENDENT SECURITIES CORPORATION

BD
CRD#: 262
Past

June 11, 1973 - December 7, 1973

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

March 9, 1970 - June 15, 1973

EQUITY FUNDING SECURITIES CORPORATION

BD
CRD#: 1000001

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC

CRD#: 105348 / SEC#: 801-18564

RIA
Registered Investment Advisory firm - (3/18/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/1992
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/21/1969
Registered Representative Examination

Current Firm

CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC

CRD#: 105348 / SEC#: 801-18564

RIA
Registered Investment Advisory firm - (3/18/1983 Approved)
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Contact information

Main Address
5454 W. 110th Street, Overland Park, KS 66211
Mailing Address
Phone number
(866) 909-5148
Established
Firm type
Fiscal year end
# of Employees
1,428

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts269,686
AUM (Assets Under Management)$ 217,399,324,981

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/27/2025
Cover Page
Report
09/19/2024
Cover Page
Report
01/03/2024
Cover Page
Report
01/18/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVE PLANNING

CRD#: 105348

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