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RIA / WealthAdvisor20 years in industry

HEATHER DAWN MAZANDER

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Foster City, CA

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Search this name across graphsid dfx:ria:0f4947ee-d3f7-3a81-06b2-ac58069f25bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 16, 2006 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 18, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 18, 2005
First registration: May 16, 2006
Dual registered: no
Other names: HEATHER VOGT|HEATHER DAWN VOGT|HEATHER DAWN MAZANDER|HEATHER MAZANDER
IAPD individual key: 4993971

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	Jul 14, 2026	n/a	yes	OVERLAND PARK, KS\|Foster City, CA	Current employment
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 23, 2019	Jun 12, 2026	no	ST. LOUIS, MO\|ST. LOUIS, MO\|SHREVEPORT, LA\|LITTLE ROCK, AR	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 20, 2018	Aug 9, 2019	no	LITTLE ROCK, AR	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 20, 2018	no	LITTLE ROCK, AR	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Mar 25, 2008	Jun 1, 2009	no	LITTLE ROCK, AR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 16, 2006	Mar 3, 2008	no	LITTLE ROCK, AR	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
VALIC FINANCIAL ADVISORS, INC.	CREATIVE PLANNING	Jun 12, 2026	Jul 14, 2026	32	Firm change	Ibd to RIA
CETERA INVESTMENT ADVISERS LLC	VALIC FINANCIAL ADVISORS, INC.	Aug 9, 2019	Sep 23, 2019	45	Firm change	Ibd to ibd
MORGAN STANLEY	CETERA INVESTMENT ADVISERS LLC	Feb 20, 2018	Feb 20, 2018	0	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO ADVISORS	MORGAN STANLEY & CO. LLC	Mar 3, 2008	Mar 25, 2008	22	Firm change	Other

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 23, 2019 to Jun 12, 2026factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Feb 20, 2018 to Aug 9, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 20, 2018factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Mar 25, 2008 to Jun 1, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 16, 2006 to Mar 3, 2008factForm ADV

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
Heather Dawn Mazander left Valic Financial Advisors, Inc. for Creative Planning (registered 2026-07-14)
Form ADVobserved 5 days ago