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Detailed Report
LANE ALEX STEINBERGER
CRD#: 5208494
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 11175 Cicero Drive
Suite 510
Alpharetta, GA 30022
Registration History
20062008201020122014201620182020202220242026IACREATIVE PLANNING (CRD# 105348)2022 - Present (2 years)IAWIPFLI FINANCIAL ADVISORS, LLC (CRD# 109983)2022 - 2022 (<1 year)IAREDWOOD WEALTH MANAGEMENT, LLC (CRD# 148284)2008 - 2021 (13 years)IAALEXANDER INVESTMENT ADVISORY, LLC (CRD# 141663)2006 - 2009 (3 years)
License(s)

State Registrations

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Georgia 10/7/2022
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
11175 Cicero Drive Suite 510, Alpharetta, GA 30022
Registered with this firm since 10/7/2022
Previous Registration(s)
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 01/06/2022 - 10/12/2022 WIPFLI FINANCIAL ADVISORS, LLC (CRD#:109983) ALPHARETTA, GA
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 11/10/2008 - 12/31/2021 REDWOOD WEALTH MANAGEMENT, LLC (CRD#:148284) ALPHARETTA, GA
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 09/14/2006 - 12/31/2009 ALEXANDER INVESTMENT ADVISORY, LLC (CRD#:141663) CUMMING, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.