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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-02 |
Branch Locations
33 W. Court Street, Doylestown, PA 18901 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 04/2004 | 11/2025 |
| The Marshall Financial Group, Inc | Doylestown | PA | 01/2019 | 11/2025 |
| Creative Planning, Llc | Doylestown | PA | 12/2025 | Present |
SniffSpot; Not Investment Related; personal address; App/Service; Owner; 30 minutes per month, 0 during securities trading hours; No duties necessarily. Users bring their pets to my property to use as a dog park.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-30 |
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