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Chad Michael Fletcher

Creative Planning

Overland Park, KS

Gilbert, AZ

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
AZ RA APPROVED 2022-04-19
  • TX RA
    APPROVED
    Since 2023-08-28
  • AZ RA
    APPROVED
    Since 2022-04-19

Branch Locations

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

400 East Rivulon Blvd Suite 106, Gilbert, AZ 85297 • 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
Fletcher Financial, Llc Gilbert AZ 01/2013 06/2018
Fletcher Financial And Insurance Gilbert AZ 06/2010 06/2018
Keystone Wealth Partners, Llc Chandler AZ 06/2015 03/2022
Creative Planning, Llc Gilbert AZ 03/2022 Present
  • 01/2013 → 06/2018
    Fletcher Financial, Llc
    Gilbert, AZ
  • 06/2010 → 06/2018
    Fletcher Financial And Insurance
    Gilbert, AZ
  • 06/2015 → 03/2022
    Keystone Wealth Partners, Llc
    Chandler, AZ
  • 03/2022 → Present
    Creative Planning, Llc
    Gilbert, AZ
Previous Registrations
  • 2015-07-15 → 2022-06-29
    Keystone Wealth Partners Llc
    Chandler, AZ
  • 2013-02-21 → 2015-09-29
    Fletcher Financial, Llc
    Gilbert, AZ
  • 2009-02-11 → 2009-10-30
    Voya Financial Advisors, Inc.
    San Diego, CA
    Gilbert, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-03
S63 Uniform Securities Agent State Law Examination 1999-12-01
  • S65 Uniform Investment Adviser Law Examination
    2009-02-03
  • S63 Uniform Securities Agent State Law Examination
    1999-12-01
Designations

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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