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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-03-26 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 09/2012 | Present |
| Cetera Advisor Networks | El Segundo | CA | 01/2013 | 07/2020 |
| Creative Planning, Llc | Overland Park | KS | 01/2026 | Present |
1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURESTART DATE: 01/18/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADVISORY SERVICES OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE 2. Del Mar City Council; Not investment-related; 1050 Camino Del Mar, Del Mar, CA 92014; Elected office; City council member; Start 12/2020; # of hours/month - 8; # of hours/month during trading hours - 0 ; city governance. 3. Rental property; Investment-related; Palm Springs, CA; vacation rental property; 50% owner; Start 8/2021; # of hours/month - 2; # of hours/month during trading hours - 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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