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GARY DAVID INGRAM

GARY D. INGRAM

Some features on this profile are disabled
CRD#: 5242775
GARY DAVID INGRAM

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 DAVID INGRAM, CFP® was a registered financial professional .

GARY is a previously registered financial professional and started their career in finance in 2009. GARY had worked at 2 firms .

Biography

Gary serves as a Wealth Manager, working collaboratively with his clients to create and maintain customized and comprehensive financial plans that address all aspects of wealth management including retirement planning, education planning, risk management, estate planning, investment management and tax planning. Gary's approach focuses on gaining a deep understanding of his clients' circumstances and working with them to achieve their goals. Gary offers more than 17 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Gary was a Wealth Manager at a large, independent investment advisory firm. Gary earned a Bachelor of Science degree in Computer Science from the University of Virginia and an MBA from Rollins College. Gary is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Gary and his wife have two grown sons – Jeffrey and Conner. In his spare time, he enjoys exercising, cheering for all UVA sports, and spending time at Smith Mountain Lake with family and friends.

Question & Answer

What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Insurance Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
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.
The advisor shows no other business activity.

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: 2006

Experience

Past

April 20, 2021 - February 13, 2026

CREATIVE PLANNING

RIA
CRD#: 105348
Moneta, VA
Past

September 9, 2009 - April 15, 2021

SBSB FINANCIAL ADVISORS

RIA
CRD#: 109732
MCLEAN, VA

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

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

Wealth Manager, PartnerCRD#: 105348

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