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Detailed Report
Donna Lee Ellis
Donna Lee Bishop, Donna Lee Valetti
CRD#: 7476190
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 9340 Montgomery Rd.
Suite 202
Montgomery, OH 45242
Registration History
202120222023202420252026IACREATIVE PLANNING (CRD# 105348)2021 - Present (3 years)
License(s)

State Registrations

IA
Ohio 12/6/2021
IA
Texas 12/6/2021
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
9340 Montgomery Rd. Suite 202, Montgomery, OH 45242
Registered with this firm since 12/6/2021
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.
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.