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Ian Michael O'BRien

Creative Planning

Bloomington, MN

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-07-03
  • MN RA
    APPROVED
    Since 2023-07-03

Branch Locations

3800 American Blvd Suite 1000, Bloomington, MN 55431 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Hays Companies Minneapolis MN 11/2013 12/2018
Bergankdv Wealth Management, Llc Bloomington MN 12/2018 06/2023
Creative Planning, Llc Bloomington MN 07/2023 Present
  • 11/2013 → 12/2018
    Hays Companies
    Minneapolis, MN
  • 12/2018 → 06/2023
    Bergankdv Wealth Management, Llc
    Bloomington, MN
  • 07/2023 → Present
    Creative Planning, Llc
    Bloomington, MN
Previous Registrations
  • 2019-05-07 → 2023-07-17
    Bergankdv Wealth Management, Llc
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-03
  • S65 Uniform Investment Adviser Law Examination
    2019-05-03

View on SEC IAPD

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BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

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