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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst19 years in industry

JOSEPH WILLIAM GALUNAS

Advisor at CREATIVE PLANNING

Atlanta, GA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:682d25a5-04d1-924f-7df3-859d73b87d11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 12, 2007 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: Feb 12, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Apr 24, 2012
First registration: Feb 12, 2007
Dual registered: no
Other names: JOSEHP WILLIAM GALUNAS|JOSEPH WILLIAM GALUNAS|JOSEPH GALUNAS|JOE GALUNAS
IAPD individual key: 5197104

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	Jun 17, 2024	n/a	yes	Atlanta, GA\|OVERLAND PARK, KS	Current employment
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Independent wealth	Jul 1, 2021	Jun 11, 2024	no	LOS ANGELES, CA\|Atlanta, GA	Previous registration
CAPITAL BANK AND TRUST COMPANY	Asset manager	Jun 8, 2017	Jul 1, 2021	no	Atlanta, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 27, 2012	Aug 6, 2015	no	ARLINGTON, VA\|ALPHARETTA, GA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 12, 2007	Dec 22, 2008	no	ALPHARETTA, GA	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
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	CREATIVE PLANNING	Jun 11, 2024	Jun 17, 2024	6	Firm change	RIA to RIA
CAPITAL BANK AND TRUST COMPANY	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Jul 1, 2021	Jul 1, 2021	0	Bulk transfer	RIA to new firm
E*TRADE CAPITAL MANAGEMENT, LLC	CAPITAL BANK AND TRUST COMPANY	Aug 6, 2015	Jun 8, 2017	672	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Dec 22, 2008	Apr 27, 2012	1,222	Firm change after gap	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jun 17, 2024 to presentfactForm ADV
→ CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 2021 to Jun 11, 2024factForm ADV
→ CAPITAL BANK AND TRUST COMPANYRegistered adviserregistration: previous registration
Jun 8, 2017 to Jul 1, 2021factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 27, 2012 to Aug 6, 2015factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 12, 2007 to Dec 22, 2008factForm ADV

Dated events

Occurred
Jun 11, 2024
Advisor changed firm
Joseph William Galunas left Capital Group Private Client Services, Inc. for Creative Planning (registered 2024-06-17)
Form ADVobserved 6 days ago