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RIA / WealthAdvisor15 years in industry

Christophor Alan Rowell

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | The Woodlands, TX

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Search this name across graphsid dfx:ria:2daeadfc-a8e2-1ce0-2d52-add0ce87c914

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 28, 2011 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: Jul 8, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 8, 2011
First registration: Jul 28, 2011
Dual registered: no
Other names: CHRISTOPHOR ALAN ROWELL|CHRIS ALAN ROWELL|CHRIS A ROWELL
IAPD individual key: 5206983

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 21, 2022	n/a	yes	OVERLAND PARK, KS\|The Woodlands, TX	Current employment
WESTWOOD WEALTH MANAGEMENT	Mixed wealth	Jun 25, 2021	Mar 24, 2022	no	Houston, TX\|DALLAS, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 12, 2016	Jan 18, 2021	no	Omaha, NE\|West Des Moines, IA\|The Woodlands, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jul 28, 2011	Jun 20, 2016	no	OMAHA, NE\|OMAHA, NE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 28, 2011	Jun 20, 2016	no	Omaha, NE\|OMAHA, NE\|Omaha, NE	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
WESTWOOD WEALTH MANAGEMENT	CREATIVE PLANNING	Mar 24, 2022	Mar 21, 2022	-3	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	WESTWOOD WEALTH MANAGEMENT	Jan 18, 2021	Jun 25, 2021	158	Firm change	Ibd to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 20, 2016	Jul 28, 2011	-1,789	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jun 20, 2016	Jul 28, 2011	-1,789	Firm change after gap	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Mar 21, 2022 to presentfactForm ADV
→ WESTWOOD WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 25, 2021 to Mar 24, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 12, 2016 to Jan 18, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 28, 2011 to Jun 20, 2016factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 28, 2011 to Jun 20, 2016factForm ADV

Dated events

Occurred
Mar 24, 2022
Advisor changed firm
Christophor Alan Rowell left Westwood Wealth Management for Creative Planning (registered 2022-03-21)
Form ADVobserved 6 days ago