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Co-Chief Investment Officer · Creative Planning

Ramesh B. Poola

CRD 7716793 · Named on Form ADV at one SEC-registered adviser

At a glance

Creative Planning, an SEC-registered wealth manager based in Overland Park, KS with $295.6 billion in regulatory assets, lists Ramesh B. Poola on its Form ADV as Co-Chief Investment Officer, a control person.

Firms and roles

  • Creative PlanningCo-Chief Investment OfficerWealth manager · Overland Park, KS · $296B in regulatory assets

AtlasMembers

Ramesh’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Ramesh on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ramesh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.