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Pamela Jean Raffaele

Creative Planning

Overland Park, KS

Austin, TX

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-02
  • TX RA
    APPROVED
    Since 2024-04-02

Branch Locations

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

401 Congress Avenue Suite 1100, Austin, TX 78701 • 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
Ml&R Wealth Management, Llc Austin TX 11/2006 03/2024
Creative Planning, Llc Austin TX 04/2024 Present
  • 11/2006 → 03/2024
    Ml&R Wealth Management, Llc
    Austin, TX
  • 04/2024 → Present
    Creative Planning, Llc
    Austin, TX
Previous Registrations
  • 2008-06-10 → 2024-05-29
    Ml&R Wealth Management Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-19
  • S65 Uniform Investment Adviser Law Examination
    2007-09-19
Other Names
  • Pamela Jean Kestler

View on SEC IAPD

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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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