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RIA / WealthAdvisor25 years in industry

Meredith Ruth Moore

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Houston, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2008 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: Feb 19, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Feb 19, 2001
First registration: Apr 4, 2008
Dual registered: no
Other names: MEREDITH RUTH HAHN
IAPD individual key: 4319175

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	Dec 19, 2021	n/a	yes	Houston, TX\|OVERLAND PARK, KS	Current employment
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	Nov 11, 2019	Dec 31, 2021	no	Houston, TX\|OVERLAND PARK, KS	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 18, 2016	Oct 18, 2019	no	HOUSTON, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Mar 1, 2012	Sep 22, 2016	no	HOUSTON, TX	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 26, 2010	Dec 31, 2011	no	HOUSTON, TX	Previous registration
AMEGY INVESTMENTS, INC.	Former SEC adviser	Apr 4, 2008	Apr 3, 2009	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	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
LOCKTON INVESTMENT ADVISORS, LLC	CREATIVE PLANNING	Dec 31, 2021	Dec 19, 2021	-12	Bulk transfer	Other
KESTRA ADVISORY SERVICES, LLC	LOCKTON INVESTMENT ADVISORS, LLC	Oct 18, 2019	Nov 11, 2019	24	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 18, 2016	-157	Bulk transfer	Other
VOYA FINANCIAL ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Dec 31, 2011	Mar 1, 2012	61	Firm change	Other
AMEGY INVESTMENTS, INC.	VOYA FINANCIAL ADVISORS, INC.	Apr 3, 2009	Feb 26, 2010	329	Firm change	Other

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Dec 19, 2021 to presentfactForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 11, 2019 to Dec 31, 2021factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 18, 2016 to Oct 18, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Mar 1, 2012 to Sep 22, 2016factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 26, 2010 to Dec 31, 2011factForm ADV
→ AMEGY INVESTMENTS, INC.Registered adviserregistration: previous registration
Apr 4, 2008 to Apr 3, 2009factForm ADV

Dated events

No dated event names this entity yet.