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Vincent Anthony Allegra

Creative Planning

Oak Brook, IL

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-03
  • IL RA
    APPROVED
    Since 2023-10-03

Branch Locations

1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Mesirow Financial, Inc. Chicago IL 01/2004 09/2023
Creative Planning, Llc Chicago IL 10/2023 Present
  • 01/2004 → 09/2023
    Mesirow Financial, Inc.
    Chicago, IL
  • 10/2023 → Present
    Creative Planning, Llc
    Chicago, IL
Previous Registrations
  • 2006-09-28 → 2023-09-29
    Oakbrook Terrace, IL
    Chicago, IL
  • 2004-01-12 → 2009-12-31
    Mesirow Financial, Inc.
    Oakbrook Terrace, IL
    Oakbrook Terrace, IL
    Chicago, IL
    Chicago, IL
  • 2003-03-25 → 2004-03-02
    Emerald Alternative Strategies, Llc
    Oakbrook Terrace, IL
Other Businesses

1.) BENSENVILLE GUN CLUB, LLC. HOLDING COMPANY FOR FAMILY LIMITED PARTNERSHIP ASSETS, MEMBER. 2.) CHOOSE DUPAGE, TITLE: REPRESENTATIVE OF MESIROW FINANCIAL, ENCOURAGE BUSINESS DEVELOPMENT IN DUPAGE COUNTY, ATTEND REGULAR BOARD MEETINGS, PARTICIPATE IN SPECIFIC COMMITTEES, HELP SPREAD THE WORD ABOUT THE ORGANIZATION AND IT'S BENEFITS, DEVOTE 5 HOURS PER MONTH. 3.) HINSDALE SWIM CLUB; LOCAL SWIM CLUB; BOARD MEMBER; ASSIST WITH THE MANAGEMENT AND OVERSIGHT OF THE CLUB; 4 HOURS PER MONTH. 4.) AP Music City Real Estate, LLC; Jointly owned rental property; Managing Member, Oversee rental property, Devote 1 hour per month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-03-15
S65 Uniform Investment Adviser Law Examination 2003-01-07
  • S63 Uniform Securities Agent State Law Examination
    2004-03-15
  • S65 Uniform Investment Adviser Law Examination
    2003-01-07
Other Names
  • Vincent Allegra

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