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Adam Wade Netland

Creative Planning

Bloomington, MN

Minneapolis, MN

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
MN RA APPROVED 2022-10-04
  • TX RA
    APPROVED
    Since 2023-08-28
  • MN RA
    APPROVED
    Since 2022-10-04

Branch Locations

3800 American Boulevard West, Suite 1000, Bloomington, MN 55431 • United States

Minneapolis, MN • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Keystone Wealth Advisors, Inc. Minneapolis MN 05/2016 01/2019
Wipfli Financial Advisors, Llc Minneapolis MN 10/2019 09/2022
Unemployed Minneapolis MN 01/2019 10/2019
Creative Planning, Llc Minneapolis MN 10/2022 Present
  • 05/2016 → 01/2019
    Keystone Wealth Advisors, Inc.
    Minneapolis, MN
  • 10/2019 → 09/2022
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 01/2019 → 10/2019
    Unemployed
    Minneapolis, MN
  • 10/2022 → Present
    Creative Planning, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-17
S63 Uniform Securities Agent State Law Examination 2000-08-25
  • S66 Uniform Combined State Law Examination
    2009-12-17
  • S63 Uniform Securities Agent State Law Examination
    2000-08-25
Designations

View on SEC IAPD

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