DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

John Michael Schindler

Creative Planningindependent RIAOverland Park, Ks IA-onlyIAPD 5937752

Certified Financial Planner

Feed of 09/14/2026

Also filed as John Schindler

At current firm

0 y

since Feb 2, 2026

In the industry

16 y

since Mar 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creative Planning independent RIA current
since Feb 2, 2026 · Overland Park, Ks
Cetera Investment Advisers LLC BD affiliated
Apr 23, 2024 to Jan 21, 2026 · Knoxville, Tn
Creative Planning Institutional Advisors, LLC institutional
Nov 14, 2023 to Jul 14, 2026 · Newport Beach, Ca
Raymond James Financial Services Advisors, Inc BD affiliated
Feb 1, 2023 to Sep 25, 2023 · Knoxville, Tn
Woodbury Financial Services, Inc. former
Apr 30, 2019 to Jan 25, 2023 · Knoxville, Tn

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Cetera Investment Advisers LLC
left Jul 14, 2026, registered Apr 23, 2024 (-812 days) · Other
Cetera Investment Advisers LLC to Creative Planning
left Jan 21, 2026, registered Feb 2, 2026 (12 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Raymond James Financial Services Advisors, Inc to Creative Planning Institutional Advisors, LLC
left Sep 25, 2023, registered Nov 14, 2023 (50 days) · Other
Woodbury Financial Services, Inc. to Raymond James Financial Services Advisors, Inc
left Jan 25, 2023, registered Feb 1, 2023 (7 days) · Affiliated broker-dealer or bank to another

Signals

John Michael Schindler left Creative Planning Institutional Advisors, Llc for Cetera Investment Advisers Llc (registered 2024-04-23)
Jul 14, 2026 · Advisor changed firm · fact
John Michael Schindler left Cetera Investment Advisers Llc for Creative Planning (registered 2026-02-02)
Jan 21, 2026 · Advisor changed firm · fact
John Michael Schindler left Raymond James Financial Services Advisors, Inc for Creative Planning Institutional Advisors, Llc (registered 2023-11-14)
Sep 25, 2023 · Advisor changed firm · fact
John Michael Schindler left Woodbury Financial Services, Inc. for Raymond James Financial Services Advisors, Inc (registered 2023-02-01)
Jan 25, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address