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RIA / WealthAdvisorCertified Financial Planner26 years in industry

DANIEL LEMUEL ANDREWS

Advisor at CREATIVE PLANNING

Pittsburgh, PA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:1d1fac3d-9bdf-e361-7ee9-c82fbc3cf97c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2004 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: Sep 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 12, 2000
First registration: Apr 14, 2004
Dual registered: no
IAPD individual key: 4209537

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	Oct 26, 2016	n/a	yes	Pittsburgh, PA\|OVERLAND PARK, KS	Current employment
SHEAFF BROCK INVESTMENT ADVISORS, LLC	Former SEC adviser	Mar 2, 2015	Sep 16, 2016	no	PITTSBURGH, PA\|INDIANAPOLIS, IN	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Oct 6, 2014	Mar 19, 2015	no	PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|MONROEVILLE, PA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 1, 2008	Oct 28, 2013	no	PITTSBURGH, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Apr 1, 2008	Oct 28, 2013	no	Pittsburgh, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 14, 2004	Jan 22, 2008	no	PENNINGTON, NJ\|NEW YORK, NY\|BLUE BELL, PA\|BLUE BELL, PA	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
SHEAFF BROCK INVESTMENT ADVISORS, LLC	CREATIVE PLANNING	Sep 16, 2016	Oct 26, 2016	40	Firm change	Other
CITIZENS SECURITIES, INC.	SHEAFF BROCK INVESTMENT ADVISORS, LLC	Mar 19, 2015	Mar 2, 2015	-17	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CITIZENS SECURITIES, INC.	Oct 28, 2013	Oct 6, 2014	343	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 28, 2013	Apr 1, 2008	-2,036	Channel change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	Jan 22, 2008	Apr 1, 2008	70	Firm change	Wirehouse to new firm

Team moves

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

Team	Left	Joined	From	Kind
118739:105348:IN:2016-09-16	Sep 16, 2016	Oct 26, 2016	INDIANAPOLIS, IN	Firm change

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 26, 2016 to presentfactForm ADV
→ SHEAFF BROCK INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 2, 2015 to Sep 16, 2016factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 6, 2014 to Mar 19, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 1, 2008 to Oct 28, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Apr 1, 2008 to Oct 28, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 14, 2004 to Jan 22, 2008factForm ADV

Dated events

No dated event names this entity yet.