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

BLUE OTTER FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jun 5, 2020

First registration

Aug 7, 2020

Dual registered

no

IAPD individual key

7216244

• Occurred

  Sep 5, 2025
  Advisor changed firm

  Lenet Rivas left Cresset Asset Management, Llc for Blue Otter Financial Planning (registered 2026-03-13)

  Form ADVobserved 5 days ago
• Occurred

  Jul 26, 2023
  Advisor changed firm

  Lenet Rivas left Fidelity Personal And Workplace Advisors for Cresset Asset Management, Llc (registered 2023-08-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd643d4d-bb87-b661-63aa-a78d0f7e04fc

First observed

Aug 7, 2020

Last observed

Sep 14, 2026 6 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.