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Donn H
Series 63, Series 65
Seattle, WA
Creative Planning
Donn Hess is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lockton Investment Advisors and Lockton Investment Securities. Outside of his advisory work, he is an author of novels and collaborates with Rockhurst University to develop financial health education content. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as a law firm, trust company, and recordkeeping services.
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