Jennifer Casey

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2019-01-10

IL RA
APPROVED

Since 2019-01-10

Branch Locations

Chicago, IL • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

1515 W. 22Nd St. Suite 850, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Creative Planning	Overland Park	KS	12/2018	Present
Ccp Financial Planning Services	Chicago	IL	02/2014	11/2018

12/2018 → Present

Creative Planning

Overland Park, KS
02/2014 → 11/2018

Ccp Financial Planning Services

Chicago, IL

Other Businesses

GiGi's Playhouse, provides free educational and therapeutic programs to individuals with Down Syndrome and their families. Chicago, IL - Not Investment Related. A 501(c)3 organization. Position: Member of Board of Directors, Outreach Chair-assist with creating better connections with other organizations. Start date: 02/2018. Approximately 4 hrs. per month-0 during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-11-30
S65	Uniform Investment Adviser Law Examination	1993-01-25

S63 Uniform Securities Agent State Law Examination

1999-11-30
S65 Uniform Investment Adviser Law Examination

1993-01-25

Designations

Other Names

Jennifer Mair

View on SEC IAPD