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Inactive

Andrea E.L. Deutsch

Creative Planning

Overland Park, KS

Honolulu, HI

Kane'oHe, HI

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-07-01
  • HI RA
    APPROVED
    Since 2025-07-01

Branch Locations

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

615 Pi'iKoi Street Suite 812, Honolulu, HI 96814 • United States

Kane'oHe, HI • 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
Mosaic Pacific Investment Advisors Llc Honolulu HI 02/2014 06/2025
Creative Planning, Llc Honolulu HI 07/2025 Present
  • 02/2014 → 06/2025
    Mosaic Pacific Investment Advisors Llc
    Honolulu, HI
  • 07/2025 → Present
    Creative Planning, Llc
    Honolulu, HI
Previous Registrations
  • 2014-02-21 → 2025-08-07
    Mosaic Pacific Investment Advisors
    Honolulu, HI
  • 2004-10-15 → 2014-02-13
    Lee Financial Group Hawaii, Inc.
    Honolulu, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-14
S63 Uniform Securities Agent State Law Examination 2004-09-01
  • S65 Uniform Investment Adviser Law Examination
    2004-10-14
  • S63 Uniform Securities Agent State Law Examination
    2004-09-01
Other Names
  • Andrea E.L. Chan
  • Andrea E.L. Chan

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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