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.

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

Jun 7, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S65|S63

First exam

Jun 7, 1984

First registration

Feb 28, 2005

Dual registered

no

IAPD individual key

1256600

• Occurred

  Jun 21, 2022
  Advisor changed firm

  Eric Ganeles left Ferris Capital, Llc for Creative Planning (registered 2022-07-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f743096-e8d3-4b82-9eb3-18110be2e47b

First observed

Feb 28, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.