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Inactive

Weston Dyer Burnett

Creative Planning

Overland Park, KS

Mclean, VA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-13
VA RA APPROVED 2020-01-13
  • TX RA
    APPROVED
    Since 2020-01-13
  • VA RA
    APPROVED
    Since 2020-01-13

Branch Locations

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

7601 Lewinsville Rd. Suite 206, Mclean, VA 22102 • 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
Cohen & Burnett, P.C. Mclean VA 08/2000 12/2019
Legacy Analytics, Llc Mclean VA 06/2001 12/2019
Creative Planning, Inc. Overland Park KS 01/2020 Present
  • 08/2000 → 12/2019
    Cohen & Burnett, P.C.
    Mclean, VA
  • 06/2001 → 12/2019
    Legacy Analytics, Llc
    Mclean, VA
  • 01/2020 → Present
    Creative Planning, Inc.
    Overland Park, KS
Previous Registrations
  • 2002-11-21 → 2020-01-02
    Optifour Integrated Wealth Management, Llc
    Mclean, VA
Other Businesses

Cohen & Burnett PC, START 7/1/200, Law firm, President, no compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-30
  • S66 Uniform Combined State Law Examination
    2001-05-30
Designations

View on SEC IAPD

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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
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