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Ramesh Babu Poola

Co-Chief Investment OfficerCreative Planning, LLCCRD 7716793

About Ramesh Babu Poola

Ramesh Babu Poola is listed as Co-Chief Investment Officer at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ramesh Babu Poola work?

Ramesh Babu Poola is listed as Co-Chief Investment Officer at Creative Planning, LLC on SEC Form ADV.

How much of Creative Planning, LLC does Ramesh Babu Poola own?

Form ADV reports a beneficial ownership band of Under 5%.

Creative Planning, LLC

TitleCo-Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2023