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Inactive

Kolleen Lynn Freudiger

Creative Planning

Overland Park, KS

Addison, TX

Carrollton, TX

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-25
  • TX RA
    APPROVED
    Since 2020-02-25

Branch Locations

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

15303 Dallas Parkway Suite 460, Addison, TX 75001-6730 • United States

Carrollton, TX • 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
Kathy Smith Plano TX 03/2006 05/2017
Northwestern Mutual Investment Services, Llc Plano TX 04/2006 05/2017
Kelly Earls Plano TX 03/2006 05/2017
Bank Compensation Consulting Plano TX 03/2006 05/2017
Stratford Consulting, Llc 15303 Dallas Parkway, Suite 460, Addison TX 06/2017 02/2020
Stratford Consulting, Llc 15303 Dallas Parkway, Suite 460, Addison TX 06/2017 02/2020
Bank Compensation Consulting Plano TX 03/2006 05/2017
Creative Planning, Inc. Overland Park KS 02/2020 Present
  • 03/2006 → 05/2017
    Kathy Smith
    Plano, TX
  • 04/2006 → 05/2017
    Northwestern Mutual Investment Services, Llc
    Plano, TX
  • 03/2006 → 05/2017
    Kelly Earls
    Plano, TX
  • 03/2006 → 05/2017
    Bank Compensation Consulting
    Plano, TX
  • 06/2017 → 02/2020
    Stratford Consulting, Llc
    15303 Dallas Parkway, Suite 460, Addison, TX
  • 06/2017 → 02/2020
    Stratford Consulting, Llc
    15303 Dallas Parkway, Suite 460, Addison, TX
  • 03/2006 → 05/2017
    Bank Compensation Consulting
    Plano, TX
  • 02/2020 → Present
    Creative Planning, Inc.
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-11
  • S66 Uniform Combined State Law Examination
    2004-11-11
Designations
Other Names
  • Kolleen Lynn Freudiger
  • Kolleen Lynn Reeves
  • Kolleen L Reeves

View on SEC IAPD

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