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RIA / WealthAdvisor15 years in industry

SHERRY LYNN PINGEL

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Madison, WI

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Search this name across graphsid dfx:ria:8beec9df-6bb3-d822-4c6e-11ab1efc8ac8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2011 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: Mar 31, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 28, 2017
First registration: Mar 31, 2011
Dual registered: no
Other names: SHERRY LYNN BEDNARSKI
IAPD individual key: 5902076

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	Madison, WI\|OVERLAND PARK, KS\|Madison, WI	Current employment
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Aug 8, 2018	Oct 12, 2022	no	MADISON, WI\|MILWAUKEE, WI	Previous registration
JOHNSON WEALTH INC.	Mixed wealth	Jul 29, 2017	Jul 30, 2018	no	Madison, WI	Previous registration
FILBRANDT INVESTMENT ADVISERS INCORPORATED	Former SEC adviser	Mar 31, 2011	Jan 13, 2014	no	MIDDLETON, 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
JOHNSON WEALTH INC.	WIPFLI FINANCIAL ADVISORS, LLC	Jul 30, 2018	Aug 8, 2018	9	Firm change	RIA to RIA
FILBRANDT INVESTMENT ADVISERS INCORPORATED	JOHNSON WEALTH INC.	Jan 13, 2014	Jul 29, 2017	1,293	Firm change after gap	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 4, 2022 to presentfactForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 8, 2018 to Oct 12, 2022factForm ADV
→ JOHNSON WEALTH INC.Registered adviserregistration: previous registration
Jul 29, 2017 to Jul 30, 2018factForm ADV
→ FILBRANDT INVESTMENT ADVISERS INCORPORATEDRegistered adviserregistration: previous registration
Mar 31, 2011 to Jan 13, 2014factForm ADV

Dated events

No dated event names this entity yet.