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Amy Marie Pavlis

Creative Planning

Overland Park, KS

Bloomington, MN

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-09-08
  • MN RA
    APPROVED
    Since 2017-09-08

Branch Locations

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

3800 American Boulevard West, Suite 1000, Bloomington, MN 55431 • 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
Sns Financial Group, Llc Minneapolis MN 04/2014 03/2017
All Terrain Financial Advisors Minneapolis MN 03/2017 08/2017
Creative Planning Bloomington MN 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-17
  • S66 Uniform Combined State Law Examination
    2001-08-17
Designations
Other Names
  • Amy M Peterson

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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