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RIA / WealthAdvisor19 years in industry

GARY MICHAEL DISALVO

Advisor at CREATIVE PLANNING

Wildwood, MO | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a8361780-0a2d-12c9-e2e3-85612b7920f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2006 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: Nov 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Nov 1, 2006
First registration: Nov 6, 2006
Dual registered: no
Other names: GARY MICHAEL SCHWARTZ|GARY MICHAEL SCHWARTZ|GARY M DISALVO
IAPD individual key: 5119331

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	Jun 26, 2025	n/a	yes	Wildwood, MO\|OVERLAND PARK, KS	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 25, 2022	Sep 2, 2022	no	CHESTERFIELD, MO	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 5, 2018	Oct 7, 2021	no	St. Louis, MO\|St Louis, MO\|St Louis, MO\|St. Louis, MO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Oct 7, 2021	no	St Louis, MO\|OMAHA, NE\|ST. LOUIS, MO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Mar 18, 2016	Feb 26, 2018	no	SAINT LOUIS, MO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 6, 2006	Jun 6, 2013	no	W. PALM BEACH, FL\|PALM BEACH, FL\|WEST PALM BEACH, FL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Nov 6, 2006	Jun 6, 2013	no	West Palm Beach, FL\|Tequesta, FL\|West Palm Beach, FL	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CREATIVE PLANNING	Sep 2, 2022	Jun 26, 2025	1,028	Firm change after gap	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 7, 2021	Mar 5, 2018	-1,312	Channel change	Other
TD AMERITRADE, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 7, 2021	Aug 25, 2022	322	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Jun 6, 2013	Mar 18, 2016	1,016	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 6, 2013	Nov 6, 2006	-2,404	Channel change	Other

Team moves

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

Team	Left	Joined	From	Kind
111514:7870:MO:2021-10-07	Oct 7, 2021	Mar 5, 2018	ST LOUIS, MO	Firm change after gap

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jun 26, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 25, 2022 to Sep 2, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Oct 7, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 5, 2018 to Oct 7, 2021factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 18, 2016 to Feb 26, 2018factForm ADV

Dated events

Occurred
Sep 2, 2022
Advisor changed firm
Gary Michael Disalvo left Fidelity Personal And Workplace Advisors for Creative Planning (registered 2025-06-26)
Form ADVobserved 5 days ago