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Andrew Charles Scalia

Creative Planning

Delano, 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_RES 2021-12-20
MN RA APPROVED 2021-12-19
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • MN RA
    APPROVED
    Since 2021-12-19

Branch Locations

Delano, 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
Wells Fargo Investments, Llc San Francisco CA 12/2000 11/2017
Lockton Companies, Llc Minneapolis MN 11/2017 12/2021
Lockton Financial Advisors, Llc Minneapolis MN 11/2017 12/2021
Lockton Investment Advisors Minneapolis MN 11/2017 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 12/2000 → 11/2017
    Wells Fargo Investments, Llc
    San Francisco, CA
  • 11/2017 → 12/2021
    Lockton Companies, Llc
    Minneapolis, MN
  • 11/2017 → 12/2021
    Lockton Financial Advisors, Llc
    Minneapolis, MN
  • 11/2017 → 12/2021
    Lockton Investment Advisors
    Minneapolis, MN
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-12
S65 Uniform Investment Adviser Law Examination 2018-01-25
  • S63 Uniform Securities Agent State Law Examination
    2021-07-12
  • S65 Uniform Investment Adviser Law Examination
    2018-01-25

View on SEC IAPD

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