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RIA / WealthAdvisorCertified Financial Planner12 years in industry

GARRETT BRANDON NILES

Advisor at CREATIVE PLANNING

Lehi, UT | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:642d4675-9234-ca83-98ca-8c7d11367189

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 5, 2014 to Sep 14, 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: May 3, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 3, 2014
First registration: May 5, 2014
Dual registered: no
IAPD individual key: 6285118

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	Oct 8, 2024	n/a	yes	OVERLAND PARK, KS\|Lehi, UT	Current employment
Lido	Independent wealth	Aug 2, 2023	Nov 7, 2024	no	SALT LAKE CITY, UT\|LOS ANGELES, CA	Previous registration
MORGAN STANLEY	Wirehouse	Nov 22, 2022	Aug 11, 2023	no	Sandy, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 20, 2016	Aug 11, 2023	no	Sandy, UT\|ARLINGTON, VA	Previous registration
MORGAN STANLEY	Wirehouse	May 5, 2014	Apr 19, 2016	no	SOUTH JORDAN, UT	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
Lido	CREATIVE PLANNING	Nov 7, 2024	Oct 8, 2024	-30	Firm change	RIA to RIA
MORGAN STANLEY	Lido	Aug 11, 2023	Aug 2, 2023	-9	Firm change	Wirehouse to RIA
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Aug 11, 2023	Nov 22, 2022	-262	Channel change	RIA to wirehouse
MORGAN STANLEY	E*TRADE CAPITAL MANAGEMENT, LLC	Apr 19, 2016	Apr 20, 2016	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42159:149777:VA:2023-08-11	Aug 11, 2023	Nov 22, 2022	ARLINGTON, VA	Firm change after gap

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 8, 2024 to presentfactForm ADV
→ LIDORegistered adviserregistration: previous registration
Aug 2, 2023 to Nov 7, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 22, 2022 to Aug 11, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Aug 11, 2023factForm ADV

Dated events

Occurred
Nov 7, 2024
Advisor changed firm
Garrett Brandon Niles left Lido for Creative Planning (registered 2024-10-08)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2023
Advisor changed firm
Garrett Brandon Niles left Morgan Stanley for Lido (registered 2023-08-02)
Form ADVobserved 5 days ago