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RIA / WealthAdvisorCertified Financial Planner28 years in industry

TODD DANIEL GROWNEY

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | North Bethesda, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f614cfd3-36c2-ae59-c867-8019ce9d8f54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2000 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: Mar 10, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 10, 1998
First registration: Feb 8, 2000
Dual registered: no
IAPD individual key: 2977505

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	Nov 25, 2025	n/a	yes	North Bethesda, MD\|OVERLAND PARK, KS	Current employment
BURT WEALTH ADVISORS	Former SEC adviser	Dec 11, 2009	Mar 27, 2026	no	NORTH BETHESDA, MD\|NORTH BETHESDA, MD	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 8, 2000	Oct 28, 2004	no	COLUMBIA, MD	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
BURT WEALTH ADVISORS	CREATIVE PLANNING	Mar 27, 2026	Nov 25, 2025	-122	Firm change after gap	RIA to RIA
CHARLES SCHWAB & CO., INC.	BURT WEALTH ADVISORS	Oct 28, 2004	Dec 11, 2009	1,870	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105211:105348:MD:2026-03-27	Mar 27, 2026	Nov 25, 2025	NORTH BETHESDA, MD	Firm change after gap

Relationships

Registered with (3)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ BURT WEALTH ADVISORSRegistered adviserregistration: previous registration
Dec 11, 2009 to Mar 27, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 8, 2000 to Oct 28, 2004factForm ADV

Dated events

Occurred
Mar 27, 2026
Advisor changed firm
Todd Daniel Growney left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f614cfd3-36c2-ae59-c867-8019ce9d8f54
First observed: Feb 8, 2000
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.

TODD DANIEL GROWNEY

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | North Bethesda, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f614cfd3-36c2-ae59-c867-8019ce9d8f54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CREATIVE PLANNING

Independent wealth

Nov 25, 2025

n/a

yes

North Bethesda, MD|OVERLAND PARK, KS

Current employment

BURT WEALTH ADVISORS

Former SEC adviser

Dec 11, 2009

Mar 27, 2026

NORTH BETHESDA, MD|NORTH BETHESDA, MD

Previous registration

CHARLES SCHWAB & CO., INC.

National bd RIA

Feb 8, 2000

Oct 28, 2004

COLUMBIA, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BURT WEALTH ADVISORS

CREATIVE PLANNING

Mar 27, 2026

Nov 25, 2025

-122

Firm change after gap

RIA to RIA

CHARLES SCHWAB & CO., INC.

BURT WEALTH ADVISORS

Oct 28, 2004

Dec 11, 2009

1,870

Firm change after gap

Other

Team

Left

Joined

From

Kind

105211:105348:MD:2026-03-27

Mar 27, 2026

Nov 25, 2025

NORTH BETHESDA, MD

Firm change after gap