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Ramesh Poola

Co-Chief Investment at Creative Planning

Investment adviser registrationSEC record checked 18 October 2026

3
Years in the industry
3
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Ramesh Poola is Co-Chief Investment of Creative Planning, LLC, a Overland Park investment adviser managing $296B. Ramesh Poola has been registered through Creative Planning since 27 March 2023 and has 3 years in the industry across 1 firm.

Role at Creative Planning

Title on Schedule A
Co-Chief Investment
Control
Ramesh Poola is a control person of Creative Planning.
Ownership
An individual ownership band is not available in the source record.
Tenure
Ramesh Poola has held the filed role since October 2023.

The firm

Creative Planning, LLC
Overland Park, KS

Form ADV filed 10 July 2026

$296B AUM100,298 clients1,538 advisers151 offices

Career on record

Ramesh Poola has been registered through Creative Planning since March 2023.

Firms and exams, newest first
  1. Creative PlanningCurrent
    – present · 4 years
    , · Adviser representative · Firm CRD 105348

Registrations and exams

Ramesh Poola has a current investment-adviser registration in Illinois and has passed 0 qualifying exams.

Illinois27 March 2023
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Ramesh Poola’s record.

Individual record

Full name
Ramesh Babu Poola
CRD
7716793
Firm
Creative Planning, LLC
Registration status
Investment adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Ramesh Poola work?

Ramesh Poola has been Co-Chief Investment of Creative Planning, LLC since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 July 2026

Is Ramesh Poola a financial advisor?

Yes. Ramesh Poola has a current investment-adviser registration in Illinois, through Creative Planning since March 2023, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Ramesh Poola have?

Ramesh Poola has worked in the financial industry for 3 years as of 18 October 2026, counted from 26 March 2023, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at Creative Planning

Sources

  1. IAPD individual record, CRD 7716793. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Creative Planning, LLC, filed 10 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Ramesh Poola or Creative Planning, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.