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Barbara Jane Schelhorn

Creative Planning

Mclean, VA

Overland Park, KS

Rexford, MT

CRD 1823679

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-09-01
TX RA APPROVED 2021-04-20
VA RA APPROVED 2021-04-20
  • MT RA
    APPROVED
    Since 2021-09-01
  • TX RA
    APPROVED
    Since 2021-04-20
  • VA RA
    APPROVED
    Since 2021-04-20

Branch Locations

8444 Westpark Drive, Suite 610, Mclean, VA 22102 • United States

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

Rexford, MT • 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
OrganizationCityStateFromTo
Harris Investor Services Llc Mclean VA 01/2003 04/2021
Creative Planning Overland Park KS 04/2021 Present
  • 01/2003 → 04/2021
    Harris Investor Services Llc
    Mclean, VA
  • 04/2021 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
  • 2002-01-16 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1990-02-13
S63 Uniform Securities Agent State Law Examination 1988-04-26
  • S65 Uniform Investment Adviser Law Examination
    1990-02-13
  • S63 Uniform Securities Agent State Law Examination
    1988-04-26
Designations
  • Certified Financial Planner
Other Names
  • Barbara Zerega
  • Barbara Jane Zerega

View on SEC IAPD

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