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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-10-05 |
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Wealth Advisors, L.L.C. | Overland Park | KS | 08/1999 | Present |
| Woodward Hunt And Associates, Cpas | Overland Park | KS | 10/1984 | 01/2021 |
| Wha Cpas | Overland Park | KS | 01/2021 | Present |
| Creative Planning, Llc | Overland Park | KS | 10/2022 | Present |
WHA CPA'S ; BUSINESS IS NOT INVESTMENT RELATED; 7015 COLLEGE BLVD, SUITE 750; OVERLAND PARK, KANSAS 66211; CERTIFIED PUBLIC ACCOUNTING FIRM; POSITION IS - MANAGING MEMBER; EMPLOYED FROM JANUARY 2021 TO PRESENT; Company was acquired by Creative Planning, LLC; In the process of transitioning clients to Creative Planning, LLC; APPROXIMATELY 16 HOURS PER MONTH; DEVOTES APPROXIMATELY 8 HOURS OF HIS TIME DURING SECURITIES TRADING HOURS; DUTIES ARE OWNER / EMPLOYEE HEARTLAND WEALTH ADVISORS, LLC BUSINESS IS INVESTMENT RELATED 7015 COLLEGE BLVD, SUITE 750 OVERLAND PARK, KANSAS 66211; WEALTH MANAGEMENT SERVICES POSITION & TITLE IS - MANAGING MEMBER; EMPLOYED FROM AUGUST 1999 TO PRESENT ; Company was acquired by Creative Planning, LLC; In the process of transitioning clients to Creative Planning, LLC; DEVOTES APPROXIMATELY 16 HOURS PER MONTH TO HEARTLAND WEALTH LLC; DEVOTES APPROXIMATELY 16 HOURS PER MONTH TO HEARTLAND WELATH LLC DURING SECURITIES TRADING HOURS; DUTIES ARE OWNER / EMPLOYEE
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