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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| CA | RA | APPROVED | 2022-01-06 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
333 Lorton Avenue, Burlingame, CA 94010 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emery & Howard Portfolio Management | San Mateo | CA | 01/2001 | 01/2022 |
| Creative Planning, Llc | Burlington | CA | 01/2022 | Present |
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