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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant17 years in industry

SAMUEL P KRUSCHEL

Advisor at CREATIVE PLANNING

Germantown, WI | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:c54bd28c-a806-de43-bcfa-c436873c4b9b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2008 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: Oct 24, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Oct 24, 2008
First registration: Oct 27, 2008
Dual registered: no
IAPD individual key: 5586877

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	Dec 23, 2019	n/a	yes	OVERLAND PARK, KS\|Germantown, WI	Current employment
HOGAN FINANCIAL	Former SEC adviser	Dec 22, 2017	Dec 20, 2019	no	MILWAUKEE, WI	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 12, 2013	Dec 11, 2017	no	Milwaukee, WI\|Milwaukee, WI\|Madison, WI	Previous registration
MORGAN STANLEY	Wirehouse	Aug 3, 2012	Jun 19, 2013	no	WAUKESHA, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 27, 2008	Aug 6, 2012	no	WAUKESHA, WI\|WAUKESHA, WI	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
HOGAN FINANCIAL	CREATIVE PLANNING	Dec 20, 2019	Dec 23, 2019	3	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	HOGAN FINANCIAL	Dec 11, 2017	Dec 22, 2017	11	Firm change	Other
MORGAN STANLEY	MML INVESTORS SERVICES, LLC	Jun 19, 2013	Jul 12, 2013	23	Firm change	Other
WELLS FARGO ADVISORS	MORGAN STANLEY	Aug 6, 2012	Aug 3, 2012	-3	Firm change	Wirehouse to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
111600:105348:WI:2019-12-20	Dec 20, 2019	Dec 23, 2019	MILWAUKEE, WI	Firm change

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Dec 23, 2019 to presentfactForm ADV
→ HOGAN FINANCIALRegistered adviserregistration: previous registration
Dec 22, 2017 to Dec 20, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 12, 2013 to Dec 11, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 3, 2012 to Jun 19, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 27, 2008 to Aug 6, 2012factForm ADV

Dated events

No dated event names this entity yet.