Mitchell Guralski, financial advisor Overland Park KS

Mitchell Guralski

CRD Number: 7129071
Current Firm: Creative Planning

Mitchell Guralski (CRD# 7129071) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry. Mitchell Guralski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning, LLC Wausau, WI Oct 2022 - Current 1
Wipfli Financial Advisors, LLC Wausau, WI Oct 2021 - Sep 2022 < 1
Wipfli Financial Advisors, LLC Wausau, WI May 2019 - Oct 2021 2
Wipfli Financial Advisors, LLC Madison, WI May 2018 - May 2019 1
University Of Wisconsin - Madison Madison, WI Aug 2017 - May 2019 1
University Of Wisconsin - Madison - School Of Human Ecology Madison, WI Aug 2017 - May 2019 1
University Of Wisconsin - Madison Madison, WI Sep 2015 - May 2019 3
Maple Ridge Dairy Business Stratford, WI Jun 2015 - Aug 2017 2
University Of Wisconsin - Madison - School Of Medicine Madison, WI Oct 2015 - Feb 2017 1
Gordon's Dining Hall Madison, WI Aug 2015 - Sep 2015 < 1
Stratford School District Stratford, WI Sep 2003 - May 2015 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Mitchell A. Guralski
Phone Number: (866) 909-5148
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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