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RIA / WealthAdvisorCertified Financial Planner15 years in industry

MARCUS COLEMAN

Advisor at CREATIVE PLANNING

Park Ridge, IL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:149cb75f-7c11-0634-80ce-803dd5581f1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 19, 2020 to Sep 15, 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: May 20, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 20, 2011
First registration: Oct 19, 2020
Dual registered: no
Other names: MARCUS DWAYNE COLEMAN
IAPD individual key: 5917064

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	Mar 23, 2026	n/a	yes	OVERLAND PARK, KS\|Park Ridge, IL	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Jun 14, 2024	Apr 23, 2026	no	GREENWOOD VILLAGE, CO\|PARK RIDGE, IL	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 29, 2021	Jun 5, 2024	no	COVINGTON, KY	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Oct 19, 2020	May 7, 2021	no	OVERLAND PARK, KS\|GREENWOOD VILLAGE, CO	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
EMPOWER ADVISORY GROUP, LLC	CREATIVE PLANNING	Apr 23, 2026	Mar 23, 2026	-31	Firm change after gap	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EMPOWER ADVISORY GROUP, LLC	Jun 5, 2024	Jun 14, 2024	9	Firm change	Ibd to ibd
EMPOWER ADVISORY GROUP, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 7, 2021	Jul 29, 2021	83	Firm change	Other

Relationships

Registered with (3)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Mar 23, 2026 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jun 14, 2024 to Apr 23, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 29, 2021 to Jun 5, 2024factForm ADV

Dated events

Occurred
Apr 23, 2026
Advisor changed firm
Marcus Coleman left Empower Advisory Group, Llc for Creative Planning (registered 2026-03-23)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2024
Advisor changed firm
Marcus Coleman left Fidelity Personal And Workplace Advisors for Empower Advisory Group, Llc (registered 2024-06-14)
Form ADVobserved 6 days ago