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RIA / WealthAdvisorCertified Financial Planner18 years in industry

DEVONEE LYNN QUINN

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Lakewood, CO | Denver, CO

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Search this name across graphsid dfx:ria:4e97dda0-a4a5-93b1-e0d0-799f4fcb3240

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2009 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 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 9, 2009
First registration: Dec 5, 2009
Dual registered: no
Other names: DEVONEE LYNN KERSHNER
IAPD individual key: 5740378

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	Aug 28, 2023	n/a	yes	Lakewood, CO\|Denver, CO\|Denver, CO\|OVERLAND PARK, KS	Current employment
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 20, 2021	Oct 12, 2022	no	MILWAUKEE, WI\|LAKEWOOD, CO	Previous registration
LOTUSGROUP ADVISORS	Independent wealth	Jan 9, 2019	Dec 11, 2020	no	DENVER, CO	Previous registration
LEE FINANCIAL COMPANY, LLC	Independent wealth	Dec 5, 2009	Jan 2, 2019	no	DALLAS, 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
WIPFLI FINANCIAL ADVISORS, LLC	CREATIVE PLANNING	Oct 12, 2022	Aug 28, 2023	320	Bulk transfer	RIA to RIA
LOTUSGROUP ADVISORS	WIPFLI FINANCIAL ADVISORS, LLC	Dec 11, 2020	Jan 20, 2021	40	Firm change	RIA to RIA
LEE FINANCIAL COMPANY, LLC	LOTUSGROUP ADVISORS	Jan 2, 2019	Jan 9, 2019	7	Firm change	RIA to RIA

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Aug 28, 2023 to presentfactForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 20, 2021 to Oct 12, 2022factForm ADV
→ LOTUSGROUP ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2019 to Dec 11, 2020factForm ADV
→ LEE FINANCIAL COMPANY, LLCRegistered adviserregistration: previous registration
Dec 5, 2009 to Jan 2, 2019factForm ADV

Dated events

No dated event names this entity yet.