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.

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 1, 1985earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Nov 9, 1990

First registration

Sep 11, 1998

Dual registered

no

IAPD individual key

200624

• Occurred

  Dec 22, 2022
  Advisor changed firm

  Neil Eric Elmouchi left Summit Financial Consultants, Inc. for Creative Planning Institutional Advisors, Llc (registered 2022-06-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd8c2192-6448-4666-5272-2ae6f28569d1

First observed

Sep 11, 1998

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.