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RIA / WealthAdvisorCertified Financial Planner26 years in industry

DANIEL RONIE FOSTER

Advisor at CREATIVE PLANNING

Dallas, TX | Fort Worth, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:50da431a-a8c6-010e-68c2-41ec4da88df7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 5, 2000 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: Apr 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Apr 3, 2000
First registration: May 5, 2000
Dual registered: no
IAPD individual key: 4522188

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	Sep 15, 2009	n/a	yes	Dallas, TX\|OVERLAND PARK, KS\|Fort Worth, TX	Current employment
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	Nov 3, 2006	Apr 8, 2009	no	KANSAS CITY, MO	Previous registration
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC	Former SEC adviser	Dec 2, 2004	Jan 11, 2007	no	MCLEAN, VA	Previous registration
RONALD BLUE & CO., LLC	Former SEC adviser	May 5, 2000	Sep 30, 2004	no	RESTON, VA	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
FORVIS MAZARS WEALTH ADVISORS, LLC	CREATIVE PLANNING	Apr 8, 2009	Sep 15, 2009	160	Firm change	Other
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC	FORVIS MAZARS WEALTH ADVISORS, LLC	Jan 11, 2007	Nov 3, 2006	-69	Firm change after gap	Other
RONALD BLUE & CO., LLC	PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC	Sep 30, 2004	Dec 2, 2004	63	Firm change	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Sep 15, 2009 to presentfactForm ADV
→ FORVIS MAZARS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 3, 2006 to Apr 8, 2009factForm ADV
→ PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Dec 2, 2004 to Jan 11, 2007factForm ADV
→ RONALD BLUE & CO., LLCRegistered adviserregistration: previous registration
May 5, 2000 to Sep 30, 2004factForm ADV

Dated events

No dated event names this entity yet.