Kristen Yancey Shope

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2005-06-17 → 2010-06-11
  Cambridge Investment Research Advisors, Inc.
  Leawood, KS
• 2005-02-04 → 2005-06-07
  Kestra Investment Services, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-27
• S63 Uniform Securities Agent State Law Examination
  1999-11-02

Other Names

• Kristen Michele Yancey
• Kristen Michele Murawski
• Kristen Michele Shope
• Kristen Yancey Murawski