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RIA / WealthAdvisorCertified Financial Planner24 years in industry

EVAGGELIA THEMIS HATZIMANOLIS

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Delray Beach, FL

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Search this name across graphsid dfx:ria:c1d472ca-bb1a-93e4-5b6b-2a2b4e7ad5c2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 20, 2006 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 28, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 28, 2002
First registration: Nov 20, 2006
Dual registered: no
Other names: EVAGGELIA HATZIMANOLIS|EVAGGELIA T HATZIMANOLIS
IAPD individual key: 3166099

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, 2026	n/a	yes	Delray Beach, FL\|OVERLAND PARK, KS	Current employment
Lido	Independent wealth	Sep 27, 2023	Nov 13, 2025	no	BOCA RATON, FL\|LOS ANGELES, CA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jan 26, 2021	Nov 3, 2023	no	FT LAUDERDALE, FL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 8, 2016	Nov 13, 2020	no	BOCA RATON, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 8, 2015	Oct 20, 2015	no	BOCA RATON, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 2, 2013	Apr 15, 2015	no	BRAINTREE, MA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 16, 2012	no	Boca Raton, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 20, 2006	Jun 1, 2009	no	BOCA RATON, FL\|BOCA RATON, 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
Lido	CREATIVE PLANNING	Nov 13, 2025	Mar 9, 2026	116	Firm change	RIA to RIA
UNITED CAPITAL FINANCIAL ADVISORS	Lido	Nov 3, 2023	Sep 27, 2023	-37	Firm change after gap	Ibd to RIA
ADVICE AND PLANNING SERVICES	UNITED CAPITAL FINANCIAL ADVISORS	Nov 13, 2020	Jan 26, 2021	74	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	ADVICE AND PLANNING SERVICES	Oct 20, 2015	Jan 8, 2016	80	Firm change	Other
MORGAN STANLEY	STRATEGIC ADVISERS LLC	Feb 16, 2012	Jan 2, 2013	321	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (7)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Mar 9, 2026 to presentfactForm ADV
→ LIDORegistered adviserregistration: previous registration
Sep 27, 2023 to Nov 13, 2025factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 26, 2021 to Nov 3, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 8, 2016 to Nov 13, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 8, 2015 to Oct 20, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 16, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 20, 2006 to Jun 1, 2009factForm ADV

Dated events

Occurred
Nov 13, 2025
Advisor changed firm
Evaggelia Themis Hatzimanolis left Lido for Creative Planning (registered 2026-03-09)
Form ADVobserved 4 days ago
Occurred
Nov 3, 2023
Advisor changed firm
Evaggelia Themis Hatzimanolis left United Capital Financial Advisors for Lido (registered 2023-09-27)
Form ADVobserved 4 days ago