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RIA / WealthAdvisorCertified Financial Planner19 years in industry

EKATERINI ROBERTS

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Suffield, CT

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Search this name across graphsid dfx:ria:fc68cb18-0886-3284-b552-d4457239347e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2015 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: Feb 8, 2007earliest 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: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 8, 2007
First registration: Mar 16, 2015
Dual registered: no
Other names: KATERINA NIKOLAOU|EKATERINA NIKOLAOU|EKATERINI NIKOLAOU|Katerina Roberts
IAPD individual key: 5048897

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	Aug 7, 2026	n/a	yes	OVERLAND PARK, KS\|Suffield, CT	Current employment
CONNECTICUT WEALTH MANAGEMENT, LLC	Independent wealth	Feb 20, 2025	Apr 27, 2026	no	FARMINGTON, CT\|FARMINGTON, CT	Previous registration
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Nov 7, 2024	Dec 26, 2024	no	West Hartford, CT	Previous registration
GYL FINANCIAL SYNERGIES, LLC	Former SEC adviser	Oct 18, 2017	Dec 6, 2024	no	West Hartford, CT\|WEST HARTFORD, CT	Previous registration
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.	Former SEC adviser	Mar 16, 2015	Oct 12, 2017	no	GLASTONBURY, CT	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
CONNECTICUT WEALTH MANAGEMENT, LLC	CREATIVE PLANNING	Apr 27, 2026	Aug 7, 2026	102	Firm change	RIA to RIA
FOCUS PARTNERS WEALTH, LLC	CONNECTICUT WEALTH MANAGEMENT, LLC	Dec 26, 2024	Feb 20, 2025	56	Firm change	RIA to RIA
GYL FINANCIAL SYNERGIES, LLC	FOCUS PARTNERS WEALTH, LLC	Dec 6, 2024	Nov 7, 2024	-29	Bulk transfer	RIA to RIA
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.	GYL FINANCIAL SYNERGIES, LLC	Oct 12, 2017	Oct 18, 2017	6	Firm change	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Aug 7, 2026 to presentfactForm ADV
→ CONNECTICUT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 20, 2025 to Apr 27, 2026factForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Nov 7, 2024 to Dec 26, 2024factForm ADV
→ GYL FINANCIAL SYNERGIES, LLCRegistered adviserregistration: previous registration
Oct 18, 2017 to Dec 6, 2024factForm ADV
→ HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Mar 16, 2015 to Oct 12, 2017factForm ADV

Dated events

Occurred
Apr 27, 2026
Advisor changed firm
Ekaterini Roberts left Connecticut Wealth Management, Llc for Creative Planning (registered 2026-08-07)
Form ADVobserved 4 days ago
Occurred
Dec 26, 2024
Advisor changed firm
Ekaterini Roberts left Focus Partners Wealth, Llc for Connecticut Wealth Management, Llc (registered 2025-02-20)
Form ADVobserved 4 days ago