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RIA / WealthAdvisorCertified Financial Planner13 years in industry

ZACHARY CRAIG SMITH

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Costa Mesa, CA

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Search this name across graphsid dfx:ria:e4148696-1c3d-7670-0804-5ad28f6c0de9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 2, 2014 to Sep 14, 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: Jan 29, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 29, 2013
First registration: Sep 2, 2014
Dual registered: no
Other names: ZACK CRAIG SMITH|Zachary C Smith|Zachary Smith|Zack Smith
IAPD individual key: 6126796

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	Apr 30, 2026	n/a	yes	Costa Mesa, CA\|OVERLAND PARK, KS	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Oct 30, 2018	Apr 27, 2026	no	NEWPORT BEACH, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 18, 2015	Oct 12, 2018	no	HUNTINGTON BEACH, CA\|HUNTINGTON BEACH, CA\|HUNTINGTON BCH, CA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 2, 2014	Sep 30, 2015	no	IRVINE, CA\|NEWPORT BEACH, CA	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
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	CREATIVE PLANNING	Apr 27, 2026	Apr 30, 2026	3	Channel change	Other
J.P. MORGAN SECURITIES LLC	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Oct 12, 2018	Oct 30, 2018	18	Firm change	Other
CETERA ADVISOR NETWORKS LLC	J.P. MORGAN SECURITIES LLC	Sep 30, 2015	Dec 18, 2015	79	Firm change	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 30, 2018 to Apr 27, 2026factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 18, 2015 to Oct 12, 2018factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 2, 2014 to Sep 30, 2015factForm ADV

Dated events

No dated event names this entity yet.