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RIA / WealthAdvisorCertified Financial Planner17 years in industry

PETER THOMAS MOORMEIER

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Bellingham, WA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 24, 2008 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: Dec 23, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 23, 2008
First registration: Dec 24, 2008
Dual registered: no
Other names: PETE THOMAS MOORMEIER
IAPD individual key: 5115360

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	Apr 16, 2018	n/a	yes	OVERLAND PARK, KS\|Bellingham, WA	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 2, 2014	Mar 18, 2018	no	BELLEVUE, WA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jan 9, 2013	Dec 19, 2013	no	PORTLAND, OR	Previous registration
FISHER INVESTMENTS	Independent wealth	Dec 3, 2012	Dec 20, 2012	no	CAMAS, WA\|PLANO, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Dec 16, 2011	no	BEAVERTON, OR\|CHARLOTTE, NC\|PORTLAND, OR	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Dec 24, 2008	Jan 3, 2011	no	BEAVERTON, OR\|BEAVERTON, OR	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
ADVICE AND PLANNING SERVICES	CREATIVE PLANNING	Mar 18, 2018	Apr 16, 2018	29	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	ADVICE AND PLANNING SERVICES	Dec 19, 2013	Jan 2, 2014	14	Firm change	Other
FISHER INVESTMENTS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Dec 20, 2012	Jan 9, 2013	20	Firm change	Other
WELLS FARGO ADVISORS	FISHER INVESTMENTS	Dec 16, 2011	Dec 3, 2012	353	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 16, 2018 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 2, 2014 to Mar 18, 2018factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jan 9, 2013 to Dec 19, 2013factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 3, 2012 to Dec 20, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Dec 16, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 24, 2008 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.