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Brenna Kathleen Saunders

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-05
KS RA APPROVED 2008-02-07
  • TX RA
    APPROVED
    Since 2019-02-05
  • KS RA
    APPROVED
    Since 2008-02-07

Branch Locations

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
Creative Planning Overland Park KS 11/2007 Present
Previous Registrations
  • 2009-09-10 → 2010-06-02
    Wealth Management Consultants, Llc
    Overland Park, KS
  • 2006-01-26 → 2007-11-30
    Prairie Capital Management Inc
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-23
S63 Uniform Securities Agent State Law Examination 2001-05-07
  • S65 Uniform Investment Adviser Law Examination
    2002-08-23
  • S63 Uniform Securities Agent State Law Examination
    2001-05-07
Designations
Other Names
  • Brenna Kathleen Stewart
  • Brenna K Saunders

View on SEC IAPD

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