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, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 15, 2022

First registration

Nov 29, 2022

Dual registered

no

IAPD individual key

7498238

• Occurred

  Dec 23, 2024
  Advisor changed firm

  Anthony Thomas Priester left Kowal Investment Group, Llc for Creative Planning (registered 2024-12-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc65f7ef-681d-6977-0f84-4ce21c2ece72

First observed

Nov 29, 2022

Last observed

Sep 15, 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.