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Detailed Report
Dustin J Mongler
CRD#: 7138091
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 3330 University Avenue
Suite 316
Madison, WI 53705
Registration History
20192020202120222023202420252026IACREATIVE PLANNING (CRD# 105348)2020 - Present (4 years)IATHUN FINANCIAL ADVISORS (CRD# 146914)2019 - 2020 (1 year)
License(s)

State Registrations

IA
Texas 8/29/2023
IA
Wisconsin 10/5/2020
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
3330 University Avenue Suite 316, Madison, WI 53705
Registered with this firm since 10/5/2020
Previous Registration(s)
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IA
 06/25/2019 - 09/30/2020 THUN FINANCIAL ADVISORS (CRD#:146914) MADISON, WI
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.