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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst22 years in industry

CORY MICHAEL NAKAMURA

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Honolulu, HI

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Search this name across graphsid dfx:ria:8a0b2ee2-c5e6-64bf-cba9-e8c6d9e13d7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2004 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: Jul 30, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Jul 30, 2004
First registration: Aug 23, 2004
Dual registered: no
IAPD individual key: 4808950

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	Jul 1, 2025	n/a	yes	OVERLAND PARK, KS\|Honolulu, HI\|Honolulu, HI	Current employment
INVESTMENT MANAGEMENT HAWAII	Former SEC adviser	Mar 1, 2018	Dec 24, 2019	no	HONOLULU, HI	Previous registration
MOSAIC PACIFIC INVESTMENT ADVISORS	Former SEC adviser	Dec 20, 2013	Aug 7, 2025	no	HONOLULU, HI	Previous registration
LEE FINANCIAL GROUP HAWAII, INC.	Former SEC adviser	Aug 23, 2004	Jun 5, 2013	no	HONOLULU, HI	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
MOSAIC PACIFIC INVESTMENT ADVISORS	INVESTMENT MANAGEMENT HAWAII	Aug 7, 2025	Mar 1, 2018	-2,716	Firm change after gap	RIA to RIA
INVESTMENT MANAGEMENT HAWAII	CREATIVE PLANNING	Dec 24, 2019	Jul 1, 2025	2,016	Firm change after gap	RIA to RIA
LEE FINANCIAL GROUP HAWAII, INC.	MOSAIC PACIFIC INVESTMENT ADVISORS	Jun 5, 2013	Dec 20, 2013	198	Firm change	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ MOSAIC PACIFIC INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Dec 20, 2013 to Aug 7, 2025factForm ADV
→ INVESTMENT MANAGEMENT HAWAIIRegistered adviserregistration: previous registration
Mar 1, 2018 to Dec 24, 2019factForm ADV
→ LEE FINANCIAL GROUP HAWAII, INC.Registered adviserregistration: previous registration
Aug 23, 2004 to Jun 5, 2013factForm ADV

Dated events

Occurred
Aug 7, 2025
Advisor changed firm
Cory Michael Nakamura left Mosaic Pacific Investment Advisors for Investment Management Hawaii (registered 2018-03-01)
Form ADVobserved 3 days ago