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RIA / WealthAdvisorChartered Financial Analyst16 years in industry

Ramesh Babu Poola

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Oakbrook, IL | Naperville, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1691120b-66a7-922d-4663-5bddf76649d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Nov 1, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ramesh Babu Poola

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Dual registered: no
IAPD individual key: 7716793

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 27, 2023	n/a	yes	OVERLAND PARK, KS\|Oakbrook, IL\|Naperville, IL	Current employment

Relationships

Registered with (1)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Mar 27, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1691120b-66a7-922d-4663-5bddf76649d2
First observed: Nov 1, 2009
Last observed: Sep 14, 2026 7 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.

Ramesh Babu Poola

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Oakbrook, IL | Naperville, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1691120b-66a7-922d-4663-5bddf76649d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CREATIVE PLANNING

Independent wealth

Mar 27, 2023

n/a

yes

OVERLAND PARK, KS|Oakbrook, IL|Naperville, IL

Current employment