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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
10440 Little Patuxent Pkwy #100, Columbia, MD 21044 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Arnold, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Columbia | MD | 04/2026 | Present |
| Brightworks Wealth | Columbia | MD | 10/2022 | 04/2026 |
| Matador Resources | Dallas | TX | 01/2018 | Present |
| T. Rowe Price | Baltimore | MD | 09/2001 | 12/2017 |
Matadour Resources; Dallas, TX; Lead Independent Director; energy company: engaged in the exploration, development, production and acquisition of oil and natural gas resources in the United States, Start January 2018; 9-10 hours / month ; 8 hours / month during securities trading hours; sit in committee meetings on topics like governance, audit, operations, etc.
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