Shawn Patrick McGrane
Financial advisor at Creative Planning
Last updated 2026-10-10
Claim your profileShawn Patrick McGrane is a financial advisor at Creative Planning, CRD 5641446. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-05-01.
Registration
- CRD number
- 5641446
- Registration status
- Active
- IAPD registration
- 2023-05-01
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- CT
Licenses and exams
- Series 63
- Series 66
Work history
- 2013-01 to 2018-10 · Massachusetts Mutual Life Insurance Company · Springfield, MA
- 2013-01 to 2018-10 · MML Distributors, LLC · Springfield, MA
- 2018-10 to 2021-10 · American United Life · Burlington, MA
- 2018-11 to 2021-10 · Oneamerica Securities · Burlington, MA
- 2021-10 to Present · Lockton Companies LLC · Farmington, CT
- 2021-10 to 2021-12 · Lockton Investment Securities · Farmington, CT
- 2021-12 to Present · Creative Planning, LLC · Overland Park, KS
Current employment
- Creative Planning · Overland Park, KS
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
Shawn Patrick McGrane is a financial advisor at Creative Planning. Reported securities licenses include Series 63 and Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Creative Planning, LLC, Lockton Companies LLC, Lockton Investment Securities, Oneamerica Securities, among others.
SEC disclosures list additional business and community activities: Lockton Companies: Less than 5% of my time i provide general insurance brokerage services (health insurance, group life insurance, etc; ) to clients.
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 Shawn Patrick McGrane personally.
Reported ETF positions
Creative Planning reports 959 ETF positions worth $124.5B on Form 13F; the largest are listed.
| Fund | Reported 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.
Noteworthy reported investments
Creative Planning's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $18.4M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $18.4M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $67.8M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $29.6M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. 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
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