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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-19
KS RA APPROVED 2018-03-06
  • TX RA
    APPROVED_RES
    Since 2019-02-19
  • KS RA
    APPROVED
    Since 2018-03-06

Branch Locations

5400 W. 110Th Street, Overland Park, KS 66211 • United States

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
OrganizationCityStateFromTo
Farmers Insurance Group Overland Park KS 10/2015 02/2018
Farmers Financial Solutions Overland Park KS 01/2016 02/2018
Creative Planning Overland Park KS 02/2018 Present
  • 10/2015 → 02/2018
    Farmers Insurance Group
    Overland Park, KS
  • 01/2016 → 02/2018
    Farmers Financial Solutions
    Overland Park, KS
  • 02/2018 → Present
    Overland Park, KS
Previous Registrations
  • 2016-11-11 → 2018-03-07
    Farmers Financial Solutions, Llc
    Lenexa, KS
    Overland Park, KS
    Lenexa, KS
    Westlake Village, CA
  • 2007-11-15 → 2015-10-30
    Vsr Financial Services, Inc.
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-14
S63 Uniform Securities Agent State Law Examination 2000-09-28
  • S66 Uniform Combined State Law Examination
    2007-11-14
  • S63 Uniform Securities Agent State Law Examination
    2000-09-28

View on SEC IAPD

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