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RIA / WealthAdvisorCertified Financial Planner17 years in industry

JACOB GERRIT HARMSEN

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | De Pere, WI

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Search this name across graphsid dfx:ria:7d67c678-9c05-c112-bda9-16c4c0fea247

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2009 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: Oct 17, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 17, 2008
First registration: Oct 1, 2009
Dual registered: no
Other names: JACOB HARMSEN
IAPD individual key: 5227590

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 4, 2022	n/a	yes	De Pere, WI\|OVERLAND PARK, KS	Current employment
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Dec 17, 2018	Oct 12, 2022	no	Green Bay, WI\|MILWAUKEE, WI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 31, 2014	Dec 3, 2018	no	OSHKOSH, WI\|OSHKOSH, WI	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Oct 1, 2009	Jul 15, 2014	no	FOND DU LAC, WI	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
WIPFLI FINANCIAL ADVISORS, LLC	CREATIVE PLANNING	Oct 12, 2022	Oct 4, 2022	-8	Bulk transfer	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WIPFLI FINANCIAL ADVISORS, LLC	Dec 3, 2018	Dec 17, 2018	14	Firm change	Ibd to RIA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 15, 2014	Jul 31, 2014	16	Firm change	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 4, 2022 to presentfactForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 17, 2018 to Oct 12, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 31, 2014 to Dec 3, 2018factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Oct 1, 2009 to Jul 15, 2014factForm ADV

Dated events

No dated event names this entity yet.