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RIA / WealthAdvisor19 years in industry

Eric Zachary Weissman

Advisor at CREATIVE PLANNING

Redwood City, CA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:fc4605f3-33de-df6b-74c6-2ad7e0450368

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2006 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: Nov 8, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 8, 2006
First registration: Dec 5, 2006
Dual registered: no
IAPD individual key: 5207047

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 17, 2025	n/a	yes	Redwood City, CA\|OVERLAND PARK, KS	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Apr 3, 2018	Jan 13, 2026	no	WOODSIDE, CA\|NEWPORT BEACH, CA\|Redwood City, CA	Previous registration
Forusall	Institutional manager	Aug 10, 2017	Mar 6, 2018	no	OAKLAND, CA	Previous registration
BPM ADVISORS, INC.	Former SEC adviser	Jan 12, 2015	Aug 16, 2017	no	SAN JOSE, CA\|PALO ALTO, CA	Previous registration
BPM ADVISORS, INC.	Former SEC adviser	Nov 4, 2014	Dec 31, 2014	no	SAN JOSE, CA\|PALO ALTO, CA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 6, 2012	Sep 12, 2014	no	SAN RAMON, CA\|POINT RICHMOND, CA\|LIVERMORE, CA\|CAMPBELL, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 5, 2006	Jan 4, 2012	no	MODESTO, CA\|OAKLAND, 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	Jan 13, 2026	Dec 17, 2025	-27	Channel change	Other
Forusall	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Mar 6, 2018	Apr 3, 2018	28	Firm change	Other
BPM ADVISORS, INC.	Forusall	Aug 16, 2017	Aug 10, 2017	-6	Firm change	Other
OSAIC FA, INC.	BPM ADVISORS, INC.	Sep 12, 2014	Nov 4, 2014	53	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	OSAIC FA, INC.	Jan 4, 2012	Jan 6, 2012	2	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
126777:105348:CA:2026-01-13	Jan 13, 2026	Dec 17, 2025	REDWOOD CITY, CA	Firm change

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 3, 2018 to Jan 13, 2026factForm ADV
→ FORUSALLRegistered adviserregistration: previous registration
Aug 10, 2017 to Mar 6, 2018factForm ADV
→ BPM ADVISORS, INC.Registered adviserregistration: previous registration
Jan 12, 2015 to Aug 16, 2017factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 6, 2012 to Sep 12, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 5, 2006 to Jan 4, 2012factForm ADV

Dated events

No dated event names this entity yet.