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Debra Ann Seaward

Creative Planning

Overland Park, KS

State College, PA

CRD 3078123

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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
PA RA APPROVED 2025-10-01
TX RA APPROVED 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

2134 Sandy Drive, Suite 1, State College, PA 16803 • 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
Financial Abundance State College PA 10/2010 09/2025
Creative Planning, Llc State College PA 10/2025 Present
  • 10/2010 → 09/2025
    Financial Abundance
    State College, PA
  • 10/2025 → Present
    Creative Planning, Llc
    State College, PA
Previous Registrations
  • 2010-10-29 → 2025-11-06
    Financial Abundance, Inc.
    State College, PA
Other Businesses

Insurance; Investment-related; 2134 Sandy Drive, Suite 1, State College, PA 16803; Insurance Agent; Start 1/1996; 6-8 hours/month; 6-8 hours/month during securities trading hours; Service existing insurance contracts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-03
  • S66 Uniform Combined State Law Examination
    1998-11-03
Designations
  • Chartered Financial Consultant
Other Names
  • Debra Mccartney
  • Debra A Seaward

View on SEC IAPD

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