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Inactive

Patrick Alan Brown

Creative Planning

Lawrence, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-09
  • KS RA
    APPROVED
    Since 2024-10-09

Branch Locations

645 Massachusetts Street Suite 300, Lawrence, KS 66044 • 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
Abram Brown Financial Consultants Llc Overland Park KS 12/2010 10/2019
Cetera Advisors Denver CO 02/2013 09/2019
Edmunds Duncan Registered Investment Advisors Overland Park KS 09/2019 10/2024
Purshe Kaplan Sterling Albany NY 10/2019 10/2024
Creative Planning, Llc Overland Park KS 10/2024 Present
  • 12/2010 → 10/2019
    Abram Brown Financial Consultants Llc
    Overland Park, KS
  • 02/2013 → 09/2019
    Cetera Advisors
    Denver, CO
  • 09/2019 → 10/2024
    Edmunds Duncan Registered Investment Advisors
    Overland Park, KS
  • 10/2019 → 10/2024
    Purshe Kaplan Sterling
    Albany, NY
  • 10/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

1) Insurance. Not Investment Related. 3227 Huntington Road, Lawrence KS 66049. Medicare planning, group health, individual. Agent. Start 2/2014. 6 hours per month, 2 during trading. 2)Financial Literacy. Not Investment Related. 3227 Huntington Road, Lawrence KS 66049. Provide education about financial literacy and conduct seminars and presentations. Start 10/2021. 2 hours per month, 0 during trading 3) T-shirt Sales. Not Investment Related. 3227 Huntingdon Road, Lawrence KS 66049. T-shirt Sales. Sole Proprietor. When I get a interesting idea for a tshirt, I create it and sell it online. Start 1/2024. 0 hours per month, 0 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-26
S63 Uniform Securities Agent State Law Examination 2001-03-09
  • S65 Uniform Investment Adviser Law Examination
    2004-07-26
  • S63 Uniform Securities Agent State Law Examination
    2001-03-09
Designations
Other Names
  • Pat Brown

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