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Myrle Albertha Simone

Creative Planning

Overland Park, KS

Falling Waters, WV

North Bethesda, MD

CRD 2901905

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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
WV RA APPROVED 2025-12-19
MD RA APPROVED 2025-11-25
  • WV RA
    APPROVED
    Since 2025-12-19
  • MD RA
    APPROVED
    Since 2025-11-25

Branch Locations

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

Falling Waters, WV • United States

6116 Executive Blvd., Suite 550, North Bethesda, MD 20852 • 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
Burt Wealth Advisors North Bethesda MD 09/2007 11/2025
Creative Planning, Llc North Bethesda MD 11/2025 Present
  • 09/2007 → 11/2025
    Burt Wealth Advisors
    North Bethesda, MD
  • 11/2025 → Present
    Creative Planning, Llc
    North Bethesda, MD
Previous Registrations
  • 2022-08-05 → 2026-03-27
    Burt Wealth Advisors
    North Bethesda, MD
Designations
  • Certified Financial Planner
Other Names
  • Myrle Albertha Morris

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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