Nathan Paul Farmer

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-11
NE	RA	APPROVED	2015-02-17

TX RA
APPROVED_RES

Since 2019-02-11
NE RA
APPROVED

Since 2015-02-17

Branch Locations

12925 W Dodge Road, Omaha, NE 68154 • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	02/2015	Present

02/2015 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2009-06-01 → 2015-02-13

Morgan Stanley

Omaha, NE
2007-01-19 → 2009-06-01

Citigroup Global Markets Inc.

Omaha, NE
2004-04-02 → 2007-01-16

Qa3 Financial Llc

Omaha, NE

Omaha, NE

Other Businesses

High Life Holdings, LLC; Non-Investment Related; Omaha, NE; Minority Owner of bar and grill restaurant; Start date 07/2021; 0 hours per month, none during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-12
S63	Uniform Securities Agent State Law Examination	2003-08-28

S65 Uniform Investment Adviser Law Examination

2004-03-12
S63 Uniform Securities Agent State Law Examination

2003-08-28

Designations

Certified Financial Planner
Personal Financial Specialist

View on SEC IAPD