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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-01 |
Branch Locations
615 Pi'iKoi Street Suite 812, Honolulu, HI 96814 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Mosaic Pacific Investment Advisors, Llc | Honolulu | HI | 12/2013 | 06/2025 |
| Investment Management Hawaii | Honolulu | HI | 02/2018 | 12/2019 |
| Creative Planning, Llc | Honolulu | HI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-30 |
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