Garrett Dale Patton
Investment Adviser Representative at Creative Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Garrett Dale Patton is an investment adviser representative in Westlake Village, CA, currently registered with Creative Planning and Sageview Advisory Group, LLC. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Personal Capital Advisors Corporation and Fisher Investments. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fisher InvestmentsSep 2013 – Mar 2021San Mateo, CA
- Personal Capital Advisors CorporationApr 2021 – Feb 2022Beverly Hills, CA
- Personal Capital Advisors CorporationFeb 2022 – Apr 2023Beverly Hills, CA
- EmpowerMar 2021 – Mar 2023Greenwood Village, CO
- Fisher InvestmentsSep 2013 – Mar 2021Camas, WA
- Northwestern MutualApr 2023 – Jun 2023Santa Monica, CA
- Devin SalinasJun 2023 – Jan 2024Santa Monica, CA
- Northwestern Mutual Investment Services LLCJun 2023 – Aug 2024Santa Monica, CA
- Northwestern Mutual Life Insurance CompanyJan 2024 – Aug 2024Milwaukee, WI
- Northwestern Mutual Wealth Management CompanyFeb 2024 – Aug 2024Milwaukee, WI
- Creative Planning Institutional Advisors, LLCSep 2024 – no end date reportedNewport Beach, CA
- Cetera Wealth Services, LLCSep 2024 – Jan 2026El Segundo, CA
- Creative Planning, LLCJan 2026 – no end date reportedWestlake Village, CA
Official records & sources
Data as of June 26, 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)
- 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
Client types the firm serves
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 profileOther advisors at Creative Planning
Showing 12 of 1,153 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garrett Dale Patton 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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