Sarah Marie Ayler

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
KS	RA	APPROVED	2014-02-12

KS RA
APPROVED

Since 2014-02-12

Branch Locations

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	11/2013	Present

11/2013 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2008-05-23 → 2013-03-28

Strategic Advisers Llc

Overland Park, KS

Other Businesses

Rock Chalk Mafia, LLC, Lawrence, KS - Not Investment Related. Position: Manager, real estate rental property. Start date: May 2019. Approximately 1 hour per month, none during trading hours. Master Roshi, LLC; St. Joseph, MO; not investment related; rental property; start date 9/30/22; 2 hours per month/0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-21
S63	Uniform Securities Agent State Law Examination	2003-08-25

S66 Uniform Combined State Law Examination

2008-05-21
S63 Uniform Securities Agent State Law Examination

2003-08-25

Designations

Certified Financial Planner

Other Names

Sarah Marie Reynolds

View on SEC IAPD