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Derec James Mieden

Investment Adviser Representative at Creative Planning

Madison, WICRD #6481215Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Derec James Mieden is an investment adviser representative with Creative Planning in Madison, WI, where they have been registered since 2022. They have worked in the securities industry since 2015 and were previously registered with Wipfli Financial Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Wisconsin.

Office

2501 W Beltline Hwy, #401
Madison, WI 53713

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/2/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Creative PlanningCurrent
10/4/2022 – Madison, WI
Wipfli Financial Advisors, LLC
4/17/2015 – 10/12/2022Madison, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Hewins Financial Advisors, LLC
    May 2014 – Apr 2017Wausau, WI
  2. Hewins Financial Advisors, LLC
    Apr 2017 – May 2018Madison, WI
  3. Wipfli Financial Advisors, LLC
    Jun 2018 – Sep 2022Madison, WI
  4. Creative Planning, LLC
    Oct 2022 – no end date reportedMadison, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Creative Planning

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$200,000 (waivable)
Firm's annual rate schedule by assets
  • First $500,0001.20%
  • $500,001 – $2,000,0001.00%
  • $2,000,001 – $5,000,0000.85%
  • $5,000,001 – $10,000,0000.80%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,153
Offices listed on AdvisorFinder:
72
Main office:
Overland Park, KS
SEC file number:
801-18564

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Creative Planning

Showing 12 of 1,153 in the directory

View Creative Planning firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derec James Mieden has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Derec James Mieden (Creative Planning) - Fees & Credentials