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RIA / WealthAdvisorCertified Financial Planner10 years in industry

James Martin Meussner

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Irvine, CA

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Search this name across graphsid dfx:ria:45388bfe-5b0d-7861-d3ad-410d975be424

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 19, 2021 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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 7, 2020
First registration: Jan 19, 2021
Dual registered: no
Other names: Jim Meussner
IAPD individual key: 7256912

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	Jun 9, 2025	n/a	yes	OVERLAND PARK, KS\|Irvine, CA	Current employment
TARBOX FAMILY OFFICE, INC.	Independent wealth	Jul 15, 2024	Dec 6, 2024	no	NEWPORT BEACH, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 22, 2021	Jun 20, 2024	no	Seal Beach, CA\|Newport Beach, CA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jan 19, 2021	Jul 20, 2021	no	IRVINE, CA	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
TARBOX FAMILY OFFICE, INC.	CREATIVE PLANNING	Dec 6, 2024	Jun 9, 2025	185	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	TARBOX FAMILY OFFICE, INC.	Jun 20, 2024	Jul 15, 2024	25	Firm change	Ibd to RIA
PRINCIPAL SECURITIES, INC.	CHARLES SCHWAB & CO., INC.	Jul 20, 2021	Jul 22, 2021	2	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jun 9, 2025 to presentfactForm ADV
→ TARBOX FAMILY OFFICE, INC.Registered adviserregistration: previous registration
Jul 15, 2024 to Dec 6, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 22, 2021 to Jun 20, 2024factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 19, 2021 to Jul 20, 2021factForm ADV

Dated events

Occurred
Dec 6, 2024
Advisor changed firm
James Martin Meussner left Tarbox Family Office, Inc. for Creative Planning (registered 2025-06-09)
Form ADVobserved 6 days ago
Occurred
Jun 20, 2024
Advisor changed firm
James Martin Meussner left Charles Schwab & Co., Inc. for Tarbox Family Office, Inc. (registered 2024-07-15)
Form ADVobserved 6 days ago