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Mike Scott Batista

Creative Planning

Overland Park, KS

San Diego, CA

CRD 2750153

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-11
CA RA APPROVED 2015-07-06
  • TX RA
    APPROVED
    Since 2019-02-11
  • CA RA
    APPROVED
    Since 2015-07-06

Branch Locations

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

12760 High Bluff Drive, San Diego, CA 92130 • 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 06/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-16
S63 Uniform Securities Agent State Law Examination 1997-08-15
  • S65 Uniform Investment Adviser Law Examination
    2001-07-16
  • S63 Uniform Securities Agent State Law Examination
    1997-08-15
Designations
  • Certified Financial Planner
Other Names
  • Michael Scott Batista
  • Michael S Batista
  • Mike S Batista
  • Michael S Batista
  • Mike S Batista

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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