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RIA / WealthAdvisorCertified Financial Planner18 years in industry

GREGORY JOSEPH GOLTERMANN

Advisor at CREATIVE PLANNING

Des Peres, MO | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a449d467-df75-44ac-e8e0-3bb6c2980355

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2008 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: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Aug 14, 2008
First registration: Dec 19, 2008
Dual registered: no
Other names: JOE GOLTERMANN
IAPD individual key: 5628642

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	Mar 9, 2022	n/a	yes	OVERLAND PARK, KS\|Des Peres, MO	Current employment
RUBINBROWN ADVISORS LLC	Independent wealth	Jan 3, 2018	Feb 25, 2022	no	ST. LOUIS, MO	Previous registration
DROMS STRAUSS WEALTH MANAGEMENT	Independent wealth	Jan 4, 2017	Jan 5, 2018	no	ST. LOUIS, MO	Previous registration
GJG CAPITAL, LLC	n/a	Dec 19, 2008	Dec 14, 2016	no	ST. LOUIS, MO	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
RUBINBROWN ADVISORS LLC	CREATIVE PLANNING	Feb 25, 2022	Mar 9, 2022	12	Firm change	RIA to RIA
DROMS STRAUSS WEALTH MANAGEMENT	RUBINBROWN ADVISORS LLC	Jan 5, 2018	Jan 3, 2018	-2	Firm change	Other
GJG CAPITAL, LLC	DROMS STRAUSS WEALTH MANAGEMENT	Dec 14, 2016	Jan 4, 2017	21	Firm change	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Mar 9, 2022 to presentfactForm ADV
→ RUBINBROWN ADVISORS LLCRegistered adviserregistration: previous registration
Jan 3, 2018 to Feb 25, 2022factForm ADV
→ DROMS STRAUSS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 4, 2017 to Jan 5, 2018factForm ADV
→ GJG CAPITAL, LLCRegistered adviserregistration: previous registration
Dec 19, 2008 to Dec 14, 2016factForm ADV

Dated events

Occurred
Feb 25, 2022
Advisor changed firm
Gregory Joseph Goltermann left Rubinbrown Advisors Llc for Creative Planning (registered 2022-03-09)
Form ADVobserved 4 days ago