Sean Paul Granere

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

Authority	Category	Status	Date
TX	RA	APPROVED	2014-01-23

TX RA
APPROVED

Since 2014-01-23

Branch Locations

23226 Red River Dr, 1St Floor,, Katy, TX 77494 • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	01/2014	Present

01/2014 → Present

Creative Planning

Overland Park, KS

Previous Registrations

1999-11-08 → 2014-01-24

Strategic Advisers Llc

Katy, TX

Houston, TX

Seattle, WA

Houston, TX

Katy, TX

Other Businesses

1)Hack Shack, Katy, TX - Not Investment Related. Position: Owner; Nature of the business is giving Baseball Lessons; Start Date: August 2020. Approximately 10 hours per month, none during trading hours. 2)FBC Fishers of Men; Katy, TX; not investment related; teach high school kids how to fish; start date 9/23/22; 10 hours per month/0 hours during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-05-06
S63	Uniform Securities Agent State Law Examination	1997-07-25

S66 Uniform Combined State Law Examination

2002-05-06
S63 Uniform Securities Agent State Law Examination

1997-07-25

Other Names

Sean Paul Granere

View on SEC IAPD