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RIA / WealthAdvisorCertified Financial Planner19 years in industry

CHRISTOPHER ALLEN HOLT

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Bellvue, WA | Redmond, WA

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Search this name across graphsid dfx:ria:935a0388-6512-55d5-e71e-297066206f7b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 14, 2010 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: Feb 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 3, 2007
First registration: Jul 14, 2010
Dual registered: no
Other names: CHRISTOPHER A HOLT|CHRISTOPHER ALLAN HOLT
IAPD individual key: 5321657

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	Aug 26, 2024	n/a	yes	OVERLAND PARK, KS\|Bellvue, WA\|Redmond, WA	Current employment
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Feb 21, 2023	Aug 7, 2024	no	BELLEVUE, WA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 11, 2023	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 14, 2010	Jul 13, 2018	no	BELLEVUE, WA\|NEW HAVEN, CT\|BELLEVUE, WA	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
COLDSTREAM WEALTH MANAGEMENT	CREATIVE PLANNING	Aug 7, 2024	Aug 26, 2024	19	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	COLDSTREAM WEALTH MANAGEMENT	Jan 11, 2023	Feb 21, 2023	41	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Aug 26, 2024 to presentfactForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 21, 2023 to Aug 7, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 11, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 14, 2010 to Jul 13, 2018factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
Christopher Allen Holt left Coldstream Wealth Management for Creative Planning (registered 2024-08-26)
Form ADVobserved 4 days ago
Occurred
Jan 11, 2023
Advisor changed firm
Christopher Allen Holt left Fidelity Personal And Workplace Advisors for Coldstream Wealth Management (registered 2023-02-21)
Form ADVobserved 4 days ago