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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Pranali Pai Fortini

Advisor at CREATIVE PLANNING

North Bethesda, MD | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:061e1cb1-de4e-1f88-3c16-2584c600888c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 13, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 12, 2016
First registration: May 13, 2016
Dual registered: no
Other names: PRANALI DAYANAND PAI
IAPD individual key: 6344785

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Nov 25, 2025	n/a	yes	OVERLAND PARK, KS\|North Bethesda, MD	Current employment
BURT WEALTH ADVISORS	Former SEC adviser	Jul 25, 2024	Mar 27, 2026	no	NORTH BETHESDA, MD	Previous registration
BRIGHTON JONES LLC	Independent wealth	Aug 4, 2022	Jun 5, 2023	no	SEATTLE, WA\|McLean, VA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Apr 27, 2021	no	BETHESDA, MD	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Nov 14, 2016	Nov 1, 2018	no	BETHESDA, MD\|FAIRFAX, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 13, 2016	Nov 18, 2016	no	Bethesda, MD\|Potomac, MD\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BURT WEALTH ADVISORS	CREATIVE PLANNING	Mar 27, 2026	Nov 25, 2025	-122	Firm change after gap	RIA to RIA
BRIGHTON JONES LLC	BURT WEALTH ADVISORS	Jun 5, 2023	Jul 25, 2024	416	Firm change after gap	RIA to RIA
EDELMAN FINANCIAL ENGINES	BRIGHTON JONES LLC	Apr 27, 2021	Aug 4, 2022	464	Firm change after gap	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
CITIGROUP GLOBAL MARKETS INC.	EDELMAN FINANCIAL SERVICES, LLC	Nov 18, 2016	Nov 14, 2016	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105211:105348:MD:2026-03-27	Mar 27, 2026	Nov 25, 2025	NORTH BETHESDA, MD	Firm change after gap

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ BURT WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 25, 2024 to Mar 27, 2026factForm ADV
→ BRIGHTON JONES LLCRegistered adviserregistration: previous registration
Aug 4, 2022 to Jun 5, 2023factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Apr 27, 2021factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 14, 2016 to Nov 1, 2018factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 13, 2016 to Nov 18, 2016factForm ADV

Dated events

Occurred
Mar 27, 2026
Advisor changed firm
Pranali Pai Fortini left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2023
Advisor changed firm
Pranali Pai Fortini left Brighton Jones Llc for Burt Wealth Advisors (registered 2024-07-25)
Form ADVobserved 6 days ago