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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
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 |
|---|---|---|---|---|
| Sunbelt Securities, Inc | Houston | TX | 03/2010 | 09/2021 |
| Tiaa | Houston | TX | 08/2023 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Houston | TX | 08/2023 | 03/2025 |
| Unemployed | Houston | TX | 09/2021 | 08/2023 |
| Creative Planning, Llc | Overland Park | KS | 03/2025 | Present |
POINT FRONTIER, LLC POSITION: President NATURE: Business consulting, around operations efficiency, marketing, how to form business idea and/or business planning. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2010 ADDRESS: Home Address, Houston TX 77099, United States DESCRIPTION: Provide Business strategy, management, consulting advice; Manage relationship.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-12 |
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