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James Lewis Battmer

Creative Planning

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-07-26
MO RA APPROVED 2021-12-17
  • KS RA
    APPROVED
    Since 2022-07-26
  • MO RA
    APPROVED
    Since 2021-12-17

Branch Locations

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

5400 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
Bukaty Companies Wlth Mgmt (F/K/A Resources Investmnt Advisrs) Leawood KS 02/2010 02/2021
Triad Advisors, Inc. Norcross GA 02/2017 02/2021
Lockton Companies Llc Kansas City MO 03/2021 12/2021
Lockton Investment Advisors Llc Kansas City MO 03/2021 12/2021
Lockton Investment Securitess Llc Kansa City MO 03/2021 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 02/2010 → 02/2021
    Bukaty Companies Wlth Mgmt (F/K/A Resources Investmnt Advisrs)
    Leawood, KS
  • 02/2017 → 02/2021
    Triad Advisors, Inc.
    Norcross, GA
  • 03/2021 → 12/2021
    Lockton Companies Llc
    Kansas City, MO
  • 03/2021 → 12/2021
    Lockton Investment Advisors Llc
    Kansas City, MO
  • 03/2021 → 12/2021
    Lockton Investment Securitess Llc
    Kansa City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2021-04-07 → 2021-12-17
    Lockton Investment Advisors, Llc
    Overland Park, KS
  • 2010-06-09 → 2021-03-24
    Onedigital
    Overland Park, KS
  • 2010-06-09 → 2014-12-31
    Onedigital
    Leawood, KS
    Overland Park, KS
    Overland Park, KS
  • 2010-11-30 → 2012-02-10
    Lpl Financial Llc
    Fort Mill, SC
    Overland Park, KS
    Bryan, OH
  • 2010-08-27 → 2010-11-30
    Nrp Advisors, Inc.
    Leawood, KS
    Bryan, OH
  • 2004-12-13 → 2005-02-01
    Morgan Stanley Dw Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-08
S66 Uniform Combined State Law Examination 2004-12-11
  • S65 Uniform Investment Adviser Law Examination
    2010-06-08
  • S66 Uniform Combined State Law Examination
    2004-12-11
Other Names
  • James L. Battmer
  • James L. Battmer

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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