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RIA / WealthAdvisor32 years in industry

GREGORY SCOTT HARRIS

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Wellesley, MA

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Search this name across graphsid dfx:ria:657cc115-0d38-536a-9e9b-3de525d36483

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2005 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: Nov 18, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 18, 1993
First registration: Aug 5, 2005
Dual registered: no
Other names: GREGORY S HARRIS
IAPD individual key: 2307795

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	Jan 30, 2017	n/a	yes	Wellesley, MA\|OVERLAND PARK, KS	Current employment
MFA ASSET MANAGEMENT, LLC	Former SEC adviser	Apr 22, 2016	May 9, 2016	no	TEWKSBURY, MA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jun 28, 2012	Mar 29, 2016	no	WALTHAM, MA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Aug 5, 2005	Mar 28, 2007	no	MERRIMACK, NH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 5, 2005	May 24, 2012	no	MERRIMACK, NH	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
MFA ASSET MANAGEMENT, LLC	CREATIVE PLANNING	May 9, 2016	Jan 30, 2017	266	Firm change	Other
ADVICE AND PLANNING SERVICES	MFA ASSET MANAGEMENT, LLC	Mar 29, 2016	Apr 22, 2016	24	Firm change	Other
STRATEGIC ADVISERS LLC	ADVICE AND PLANNING SERVICES	May 24, 2012	Jun 28, 2012	35	Firm change	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	STRATEGIC ADVISERS LLC	Mar 28, 2007	Aug 5, 2005	-600	Firm change after gap	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jan 30, 2017 to presentfactForm ADV
→ MFA ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 22, 2016 to May 9, 2016factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 28, 2012 to Mar 29, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 5, 2005 to May 24, 2012factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Aug 5, 2005 to Mar 28, 2007factForm ADV

Dated events

No dated event names this entity yet.