Inactive

Samuel Robert Scott

Creative Planning

Overland Park, KS

Claim This Profile

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-09-01
KS	RA	APPROVED	2020-04-28

TX RA
APPROVED

Since 2023-09-01
KS RA
APPROVED

Since 2020-04-28

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

Organization	City	State	From	To
Sunrise Advisors	Leawood	KS	01/2002	04/2020
Creative Planning	Overland Park	KS	04/2020	Present

01/2002 → 04/2020

Sunrise Advisors

Leawood, KS
04/2020 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2002-02-19 → 2020-04-27

Sunrise Advisors

Leawood, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-02-06

S65 Uniform Investment Adviser Law Examination

2002-02-06

Designations

Other Names

Sam Robert Scott

View on SEC IAPD

Other Firms

MARINER INDEPENDENT

PCG WEALTH MANAGEMENT

MARINER ADVISOR NETWORK

ASPEN PRIVATE CREDIT MANAGER, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

KATRINA DELORES RADENBERG

JAMES KENNETH VIERS

DEANN MICHELE ELMORE

BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS

MARINER INDEPENDENT · OVERLAND PARK, KS

MARINER WEALTH · OVERLAND PARK, KS

MARINER · OVERLAND PARK,, KS

PCG WEALTH MANAGEMENT · OVERLAND PARK, KS

MARINER ADVISOR NETWORK · OVERLAND PARK, KS

ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS

AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor