Best Investors
Account
Sign in
Best Investors
Account
Sign in
Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-05 |
| PA | RA | APPROVED | 2017-04-03 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Philadelphia, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Philadelphia | PA | 05/2014 | 03/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 05/2014 | 03/2017 |
| Creative Planning | Philadelphia | PA | 03/2017 | Present |
ORG NAME: CEREBRAL PALSY ASSOCIATION OF CHESTER CO | ORG ADDR: EXTON, PA, US | NATURE OF BUS: NON PROFIT - HELP PEOPLE WITH DISABILITIES | INVST REL: Y | TITLE: SECRETARY AND INVESTMENT COMMITTEE | DUTIES: ATTEND BOARD MEETINGS | START DT:09/01/2006 | TOTAL HRS P/M:1 | SEC TRDNG HRS P/M:0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2004-10-20 |
Reach out to this advisor