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Detailed Report
CHRISTOPHER FRANK DANIELS
CRD#: 60681
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 1013 Centre Road
Suite 220
Wilmington, DE 19805
Registration History
20002002200420062008201020122014201620182020202220242026IACREATIVE PLANNING (CRD# 105348)2023 - Present (1 year)IADANIELS + TANSEY, L.L.P. (CRD# 127816)2018 - 2023 (5 years)IADANIELS + TANSEY, L.L.P. (CRD# 127816)2004 - 2017 (13 years)IACAMBRIDGE INVESTMENT RESERARCH... (CRD# 39543)2000 - 2004 (4 years)
License(s)

State Registrations

IA
Delaware 10/2/2023
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
1013 Centre Road Suite 220, Wilmington, DE 19805
Registered with this firm since 10/2/2023
Previous Registration(s)
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IA
 01/03/2018 - 10/06/2023 DANIELS + TANSEY, L.L.P. (CRD#:127816) WILMINGTON, DE
IA
 02/10/2004 - 12/31/2017 DANIELS + TANSEY, L.L.P. (CRD#:127816) WILMINGTON, DE
IA
 04/17/2000 - 10/01/2004 CAMBRIDGE INVESTMENT RESERARCH, INC. (CRD#:39543) WILMINGTON, DE
For additional information about investment advisers or broker-dealers, please visit
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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.
IA
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.