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RIA / WealthAdvisorCertified Financial Planner25 years in industry

SHAWN MICHAEL MEADE

Advisor at CREATIVE PLANNING

Alpharetta, GA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:b1ed1a23-12b1-cb8a-357c-a025c802ae39

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 24, 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: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 25, 2001
First registration: Jan 24, 2003
Dual registered: no
IAPD individual key: 4493261

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 6, 2022	n/a	yes	Alpharetta, GA\|OVERLAND PARK, KS	Current employment
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 6, 2022	Oct 12, 2022	no	MILWAUKEE, WI\|ALPHARETTA, GA	Previous registration
REDWOOD WEALTH MANAGEMENT, LLC	Former SEC adviser	Nov 10, 2008	Dec 31, 2021	no	ALPHARETTA, GA	Previous registration
NIAGARA FINANCIAL ADVISORS, LLC	n/a	Jun 17, 2003	Dec 31, 2008	no	ALPHARETTA, GA	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Jan 24, 2003	Jul 22, 2003	no	ALPHARETTA, GA	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 6, 2022	-6	Bulk transfer	RIA to RIA
REDWOOD WEALTH MANAGEMENT, LLC	WIPFLI FINANCIAL ADVISORS, LLC	Dec 31, 2021	Jan 6, 2022	6	Firm change	RIA to RIA
NIAGARA FINANCIAL ADVISORS, LLC	REDWOOD WEALTH MANAGEMENT, LLC	Dec 31, 2008	Nov 10, 2008	-51	Firm change after gap	Other
TRIAD ADVISORS, LLC	NIAGARA FINANCIAL ADVISORS, LLC	Jul 22, 2003	Jun 17, 2003	-35	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
148284:109983:GA:2021-12-31	Dec 31, 2021	Jan 6, 2022	ALPHARETTA, GA	Firm change

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 6, 2022 to presentfactForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2022 to Oct 12, 2022factForm ADV
→ REDWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 10, 2008 to Dec 31, 2021factForm ADV
→ NIAGARA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 17, 2003 to Dec 31, 2008factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 24, 2003 to Jul 22, 2003factForm ADV

Dated events

No dated event names this entity yet.