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RIA / WealthAdvisorCertified Financial Planner15 years in industry

MICHAEL S JACOBS

Advisor at CREATIVE PLANNING

Alpharetta, GA | Atlanta, GA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:3f29844b-2e60-cdba-5e0a-fd886b9babf4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2014 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: Mar 3, 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: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 3, 2011
First registration: Sep 18, 2014
Dual registered: no
IAPD individual key: 5888655

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	Jul 6, 2022	n/a	yes	Alpharetta, GA\|Atlanta, GA\|OVERLAND PARK, KS	Current employment
HB WEALTH	Independent wealth	Nov 8, 2021	May 13, 2022	no	ATLANTA, GA	Previous registration
HOMRICH BERG	Former SEC adviser	Jul 8, 2020	Nov 21, 2021	no	ATLANTA, GA	Previous registration
FORESTERS ADVISORY SERVICES, LLC	Former SEC adviser	Sep 18, 2014	Oct 9, 2015	no	ATLANTA, GA	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
HB WEALTH	CREATIVE PLANNING	May 13, 2022	Jul 6, 2022	54	Firm change	RIA to RIA
HOMRICH BERG	HB WEALTH	Nov 21, 2021	Nov 8, 2021	-13	Bulk transfer	RIA to RIA
FORESTERS ADVISORY SERVICES, LLC	HOMRICH BERG	Oct 9, 2015	Jul 8, 2020	1,734	Firm change after gap	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jul 6, 2022 to presentfactForm ADV
→ HB WEALTHRegistered adviserregistration: previous registration
Nov 8, 2021 to May 13, 2022factForm ADV
→ HOMRICH BERGRegistered adviserregistration: previous registration
Jul 8, 2020 to Nov 21, 2021factForm ADV
→ FORESTERS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 18, 2014 to Oct 9, 2015factForm ADV

Dated events

Occurred
May 13, 2022
Advisor changed firm
Michael S Jacobs left Hb Wealth for Creative Planning (registered 2022-07-06)
Form ADVobserved 4 days ago