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Inactive

Jonathan Wayne Liang

Creative Planning

Bl;Oomington, 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
MN RA APPROVED 2023-08-01
TX RA APPROVED 2023-08-01
  • MN RA
    APPROVED
    Since 2023-08-01
  • TX RA
    APPROVED
    Since 2023-08-01

Branch Locations

3800 American Boulevard West, Suite 1000, Bl;Oomington, MN 55431 • 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
Ctb Financial Services, Ltd. St Louis Park MN 12/2002 07/2023
Creative Planning, Llc Minneapolis MN 08/2023 Present
  • 12/2002 → 07/2023
    Ctb Financial Services, Ltd.
    St Louis Park, MN
  • 08/2023 → Present
    Creative Planning, Llc
    Minneapolis, MN
Previous Registrations
  • 2015-03-16 → 2023-11-10
    Ctb Financial Services, Ltd.
    Saint Louis Park, MN
  • 2004-02-27 → 2006-05-03
    Geneos Wealth Management, Inc.
    St. Paul, MN
  • 2003-12-04 → 2004-03-05
    United Securities Alliance, Inc.
    St. Paul, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-01
  • S66 Uniform Combined State Law Examination
    2000-11-01
Designations

View on SEC IAPD

Other Firms

ALL STAR FINANCIAL
TRUMIX ADVISORS
WHITE PINE CAPITAL LLC
HARBOR CAPITAL GROUP LLC.
NAYLOR ASSET MANAGEMENT, LLC
WISDOM WEALTH MANAGEMENT
FIDUCIARY WEALTH
BARRINGTON CAPITAL MANAGEMENT, INC.

Other Investors

Connie Marie Biselx
MATTHEW ALAN BERHOW
Eric James Gardner
Grant Robert Germscheid
ROBERT JOHN KLEFSAAS
KEVIN JAMES O`LAUGHLIN
TYLER JON ENGBRECHT
GRANT ALLAN MEYER

Other Offices

ALL STAR FINANCIAL · MINNEAPOLIS, MN
TRUMIX ADVISORS · BLOOMINGTON, MN
WHITE PINE CAPITAL LLC · BLOOMINGTON, MN
HARBOR CAPITAL GROUP LLC. · BLOOMINGTON, MN
NAYLOR ASSET MANAGEMENT, LLC · BLOOMINGTON, MN
WISDOM WEALTH MANAGEMENT · BLOOMINGTON, MN
FIDUCIARY WEALTH · BLOOMINGTON, MN
BARRINGTON CAPITAL MANAGEMENT, INC. · BLOOMINGTON, MN

More in Bl;oomington, MN

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