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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-07 |
Branch Locations
3480 Preston Ridge Rd., Suite 390, Alpharetta, GA 30005 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwood Wealth Management, Llc | Alpharetta | GA | 07/2008 | 12/2021 |
| Wipfli Financial Advisors, Llc | Alpharetta | GA | 01/2022 | 09/2022 |
| Creative Planning, Llc | Alpharetta | GA | 10/2022 | Present |
1) Wipfli Financial Advisors, LLC Milwaukee, WI; is investment related; Principal/Equity Owner; Business was acquired by Creative Planning; Duties are overseeing the wind down of the business; 2 hours per month/0 during trading hours. 2) LK SeinFL, LLC; St. Petersberg, FL; is investment related; nature of business - rental property; position - owner; start date 9.15.21; 0 hours per month.
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