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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 24, 2020

First registration

Apr 25, 2025

Dual registered

no

Other names

CARRIE ANNE WALKERS|Carrie Ann Walters|CARRIE ANNE WALTERS

IAPD individual key

6796405

• Occurred

  Dec 10, 2025
  Advisor changed firm

  Carrie Walters Shapiro left Cap Strat for Creative Planning Institutional Advisors, Llc (registered 2025-07-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:274f9764-3c10-9b23-002b-96a5e7e0a066

First observed

Apr 25, 2025

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.