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Jacinda Dawn Torre

Creative Planning

Overland Park, KS

Ballwin, MO

CRD 4037671

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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
MO RA APPROVED 2009-09-16
  • MO RA
    APPROVED
    Since 2009-09-16

Branch Locations

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

Ballwin, MO • 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
Creative Planning, Inc. Ballwin MO 03/2009 Present
  • 03/2009 → Present
    Creative Planning, Inc.
    Ballwin, MO
Previous Registrations
  • 2005-02-07 → 2009-02-23
    Td Ameritrade, Inc.
    St Louis, MO
  • 2006-05-17 → 2009-02-23
    Td Ameritrade Investment Management, Llc
    St Louis, MO
  • 2003-02-06 → 2005-01-11
    KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-31
S63 Uniform Securities Agent State Law Examination 2000-04-10
  • S66 Uniform Combined State Law Examination
    2003-01-31
  • S63 Uniform Securities Agent State Law Examination
    2000-04-10
Other Names
  • Jacinda Dawn Snyder
  • Jacinda Dawn Henry
  • Jacinda Henry
  • Jacinda Torre
  • Jacinda Synder

View on SEC IAPD

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