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

Bismarck O. Darko

Creative Planningindependent RIAOverland Park, Ks IA-onlyIAPD 6239222

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Bismarck Oduro Darko

At current firm

0 y

since Jan 9, 2026

In the industry

12 y

since Sep 19, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Jan 9, 2026 · Irving, Tx
Cetera Investment Advisers LLC BD affiliated
May 16, 2024 to Dec 15, 2025 · Irving, Tx
Creative Planning Institutional Advisors, LLC institutional
Oct 13, 2023 to Mar 16, 2026 · Newport Beach, Ca
United Capital Financial Advisors independent RIA
Dec 1, 2021 to Oct 25, 2023 · Irving, Tx
J.P. Morgan Securities LLC wirehouse
Mar 23, 2020 to Sep 4, 2021 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Cetera Investment Advisers LLC
left Mar 16, 2026, registered May 16, 2024 (-669 days) · Other
Cetera Investment Advisers LLC to Creative Planning
left Dec 15, 2025, registered Jan 9, 2026 (25 days) · Affiliated broker-dealer or bank to independent RIA
United Capital Financial Advisors to Creative Planning Institutional Advisors, LLC
left Oct 25, 2023, registered Oct 13, 2023 (-12 days) · Other
J.P. Morgan Securities LLC to United Capital Financial Advisors
left Sep 4, 2021, registered Dec 1, 2021 (88 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Bismarck O. Darko left Creative Planning Institutional Advisors, Llc for Cetera Investment Advisers Llc (registered 2024-05-16)
Mar 16, 2026 · Advisor changed firm · fact
Bismarck O. Darko left Cetera Investment Advisers Llc for Creative Planning (registered 2026-01-09)
Dec 15, 2025 · Advisor changed firm · fact
Bismarck O. Darko left United Capital Financial Advisors for Creative Planning Institutional Advisors, Llc (registered 2023-10-13)
Oct 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address