Timothy J. Weir

Some features on this profile are disabled

CRD#: 817698

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.

Timothy John Weir, CFP® was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1976. Timothy had worked at 7 firms and has passed the Series 63, Series 22TO, Series 6TO, SIE, Series 7, Series 1, Series 26, Series 39, Series 24 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?

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.

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES;

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

Experience

Past

September 7, 2023 - April 1, 2024

CREATIVE PLANNING

RIA

CRD#: 105348

Berwyn, PA

Past

May 18, 2012 - December 31, 2021

APW CAPITAL, INC.

CRD#: 43814

BERWYN, PA

Past

January 28, 2008 - September 29, 2023

KISTLER-TIFFANY ADVISORS

RIA

CRD#: 145256

BERWYN, PA

Past

January 2, 2008 - May 24, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BERWYN, PA

Past

February 7, 1985 - December 31, 2007

CINCINNATI ANALYSTS, INC.

CRD#: 5478

BERWYN, PA

Past

March 14, 1984 - December 10, 1984

ANGELES SECURITIES CORPORATION

CRD#: 8083

Past

January 28, 1976 - February 16, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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".

CREATIVE PLANNING

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Registered Principal Examination

Current Firm

CREATIVE PLANNING

CRD#: 105348 / SEC#: 801-18564

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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 Accounts	269,686
AUM (Assets Under Management)	$ 217,399,324,981

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy J. Weir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

APW CAPITAL, INC.

KISTLER-TIFFANY ADVISORS

CAMBRIDGE INVESTMENT RESEARCH, INC.

CINCINNATI ANALYSTS, INC.

ANGELES SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

CREATIVE PLANNING

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/1983

Series 22TO

Date: 1/2/2023

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/15/1986

Series 1

Date: 1/24/1976

Series 26

Date: 1/2/2023

Series 39

Date: 1/2/2023

Series 24

Date: 3/28/1989

Series 40

Date: 3/26/1979

Current Firm

CREATIVE PLANNING

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREATIVE PLANNING

TRUST BUT VERIFY

Contact information

Similar Advisors