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RIA / WealthAdvisorCertified Financial Planner31 years in industry

JASON MICHAEL SMITH

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Omaha, NE

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Search this name across graphsid dfx:ria:edb0e30a-68aa-b557-feae-3232337ca381

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2002 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: Jun 30, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 30, 1995
First registration: Mar 21, 2002
Dual registered: no
IAPD individual key: 2496515

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 20, 2021	n/a	yes	Omaha, NE\|OVERLAND PARK, KS\|Omaha, NE	Current employment
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	Feb 16, 2018	Dec 17, 2021	no	Omaha, NE\|OVERLAND PARK, KS	Previous registration
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Dec 1, 2010	Feb 8, 2018	no	OMAHA, NE	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Jun 23, 2006	Nov 26, 2010	no	OMAHA, NE	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Mar 21, 2002	Jun 23, 2006	no	OMAHA, NE	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
LOCKTON INVESTMENT ADVISORS, LLC	CREATIVE PLANNING	Dec 17, 2021	Dec 20, 2021	3	Bulk transfer	Other
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	LOCKTON INVESTMENT ADVISORS, LLC	Feb 8, 2018	Feb 16, 2018	8	Firm change	Other
CETERA ADVISORS LLC	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Nov 26, 2010	Dec 1, 2010	5	Firm change	Other
OSAIC WEALTH, INC.	CETERA ADVISORS LLC	Jun 23, 2006	Jun 23, 2006	0	Firm change	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Dec 20, 2021 to presentfactForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 16, 2018 to Dec 17, 2021factForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 1, 2010 to Feb 8, 2018factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Jun 23, 2006 to Nov 26, 2010factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Mar 21, 2002 to Jun 23, 2006factForm ADV

Dated events

No dated event names this entity yet.