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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOSHUA MICHAEL PINCHEK

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Addison, TX

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Search this name across graphsid dfx:ria:8a4b28ba-c8a6-2da3-436f-6816526656de

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2003 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: Jun 25, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 25, 2001
First registration: Jul 14, 2003
Dual registered: no
IAPD individual key: 4394693

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	Apr 26, 2023	n/a	yes	OVERLAND PARK, KS\|Addison, TX	Current employment
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jan 7, 2020	Apr 21, 2023	no	SACRAMENTO, CA	Previous registration
Raa	Former SEC adviser	Sep 29, 2014	Jan 7, 2020	no	ADDISON, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 19, 2004	Sep 17, 2014	no	WESTLAKE, TX	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Oct 3, 2003	Jul 28, 2004	no	DALLAS, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 14, 2003	Aug 27, 2003	no	ALLENTOWN, PA	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
ALLWORTH FINANCIAL, L.P.	CREATIVE PLANNING	Apr 21, 2023	Apr 26, 2023	5	Firm change	Ibd to RIA
Raa	ALLWORTH FINANCIAL, L.P.	Jan 7, 2020	Jan 7, 2020	0	Bulk transfer	RIA to RIA
STRATEGIC ADVISERS LLC	Raa	Sep 17, 2014	Sep 29, 2014	12	Firm change	Other
BANC ONE SECURITIES CORPORATION	STRATEGIC ADVISERS LLC	Jul 28, 2004	Aug 19, 2004	22	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BANC ONE SECURITIES CORPORATION	Aug 27, 2003	Oct 3, 2003	37	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111167:105348:CA:2023-04-21	Apr 21, 2023	Apr 26, 2023	SACRAMENTO, CA	Firm change

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Jan 7, 2020 to Apr 21, 2023factForm ADV
→ RAARegistered adviserregistration: previous registration
Sep 29, 2014 to Jan 7, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 19, 2004 to Sep 17, 2014factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 3, 2003 to Jul 28, 2004factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 14, 2003 to Aug 27, 2003factForm ADV

Dated events

Occurred
Apr 21, 2023
Advisor changed firm
Joshua Michael Pinchek left Allworth Financial, L.P. for Creative Planning (registered 2023-04-26)
Form ADVobserved 6 days ago