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Benjamin Mark Polich

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
TX RA APPROVED_RES 2019-02-06
KS RA APPROVED 2012-01-03
  • TX RA
    APPROVED_RES
    Since 2019-02-06
  • KS RA
    APPROVED
    Since 2012-01-03

Branch Locations

5400 W. 110Th St., Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Creative Planning Leawood KS 11/2011 Present
Previous Registrations
  • 2010-08-09 → 2011-11-14
    Prairie Capital Management, Llc
    Kansas City, MO
  • 2008-01-02 → 2010-08-02
    Prairie Capital Management Llc
    Kansas City, MO
  • 2007-01-29 → 2008-01-02
    Prairie Capital Management Inc
    Kansas City, MO
  • 2005-08-17 → 2007-02-27
    Ubs Financial Services Inc.
    Kansas City, MO
    Kc, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2005-08-12

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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