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Ron Adkison, CFP®

Wealth Manager
Ron serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Ron practices in the areas of retirement planning, education planning, investment management, tax planning, estate planning, risk management, and charitable planning. Ron’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Ron brings more than 8 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Ron was a Financial Planning Specialist at a national brokerage firm where he served individuals and families of various net worth. Ron has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Ron earned a Bachelor of Science degree in Economics from Missouri State University. Ron is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Ron and his wife, Ciara, have two children – Noah and Selena. In his spare time, Ron enjoys playing with his kids, watching sports, listening to music, taking in the outdoors and spending time with family and friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021