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RIA / WealthAdvisorCertified Financial Planner17 years in industry

GERALD JOSEPH SHARKEY

Advisor at CREATIVE PLANNING

OMAHA, NE | OVERLAND PARK, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 5, 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: May 20, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 20, 2009
First registration: Jun 5, 2009
Dual registered: no
Other names: GERALD J SHARKEY|GERALD JOSEPH SHARKEY|GERALD JOSEPH SHARKEY|JERRY SHARKEY
IAPD individual key: 5263754

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	Feb 8, 2019	n/a	yes	OVERLAND PARK, KS\|OMAHA, NE	Current employment
SIGFIG WEALTH MANAGEMENT LLC	Independent wealth	Nov 22, 2016	Apr 4, 2017	no	San Francisco, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 9, 2010	Dec 5, 2016	no	CORTE MADERA, CA\|FT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 9, 2010	Dec 5, 2016	no	CORTE MADERA, CA\|WestLake, TX	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 5, 2009	Nov 19, 2009	no	OMAHA, NE	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
SIGFIG WEALTH MANAGEMENT LLC	CREATIVE PLANNING	Apr 4, 2017	Feb 8, 2019	675	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 5, 2016	Feb 9, 2010	-2,491	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Dec 5, 2016	Feb 9, 2010	-2,491	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	TD AMERITRADE, INC.	Nov 19, 2009	Feb 9, 2010	82	Firm change	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Feb 8, 2019 to presentfactForm ADV
→ SIGFIG WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 22, 2016 to Apr 4, 2017factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 9, 2010 to Dec 5, 2016factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 9, 2010 to Dec 5, 2016factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 5, 2009 to Nov 19, 2009factForm ADV

Dated events

No dated event names this entity yet.