Christopher P Kelliher

Financial advisor at Creative Planning

Last updated 2026-10-10

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Christopher P Kelliher is a financial advisor at Creative Planning, CRD 4743840. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2006-03-27.

Registration

CRD number
4743840
Registration status
Active
IAPD registration
2006-03-27
Industry Experience
20 years
Work Experience
13 years
States registered
NH

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2013-07 to Present · Creative Planning · Leawood, KS

Current employment

SEC IAPD record for Christopher P Kelliher

Creative Planning

Regulatory AUM
$295,568,603,071
Registered advisors
1,171
Offices
579
Clients per advisor
85.7 (Moderate)
Average AUM per client
$2.9M (Low)
High-net-worth client ratio
39.4% (Moderate)

Creative Planning: advisors, services and reported ETF investments

About

Christopher P Kelliher is a CFP® financial advisor at Creative Planning. Reported securities licenses include Series 63 and Series 66. The latest record indicates 20 years of industry experience and 13 years of reported work history.

Creative Planning's firm-level Form ADV reports 1,171 advisors across 579 offices; approximately 85.7 clients per advisor, average assets per client of $2,946,904, and regulatory AUM of $295.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $124.5B across 959 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher P Kelliher personally.

Reported ETF positions

Creative Planning reports 959 ETF positions worth $124.5B on Form 13F; the largest are listed.

Largest ETF positions reported by Creative Planning
FundReported value
IVV — iShares Core S&P 500 ETF$18.4B
BND — Vanguard Total Bond Market ETF$9.6B
VEA — Vanguard FTSE Developed Markets ETF$8.3B
SPDW — State Street SPDR Portfolio Developed World ex-US ETF$7.3B
SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF$6.8B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Creative Planning on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Adviser to Any Private Fund

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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