Best Investors Account Sign in
Inactive

Deanna Carole Tomasetti

Creative Planning

Overland Park, KS

North Bethesda, MD

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • MD RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

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

6116 Executive Blvd., Suite 550, North Bethesda, MD 20852 • 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
Burt Wealth Advisors North Bethesda MD 02/2018 11/2025
Creative Planning, Llc North Bethesda MD 11/2025 Present
Mckinley Carter Wealth Services, Inc. Wheeling WV 12/2014 02/2018
  • 02/2018 → 11/2025
    Burt Wealth Advisors
    North Bethesda, MD
  • 11/2025 → Present
    Creative Planning, Llc
    North Bethesda, MD
  • 12/2014 → 02/2018
    Mckinley Carter Wealth Services, Inc.
    Wheeling, WV
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-24
S63 Uniform Securities Agent State Law Examination 1999-09-03
  • S66 Uniform Combined State Law Examination
    2012-07-24
  • S63 Uniform Securities Agent State Law Examination
    1999-09-03
Designations
Other Names
  • Deanna Carole Stern

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

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

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor