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Robert Christian Oldaker

Creative Planning

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 2023-08-30
KS RA APPROVED 2022-04-19
  • TX RA
    APPROVED_RES
    Since 2023-08-30
  • KS RA
    APPROVED
    Since 2022-04-19

Branch Locations

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
Waddell & Reed Inc Overland Park KS 02/2009 08/2020
Ivy Distributors, Inc Shawnee Mission KS 02/2009 04/2021
Delaware Distributors, L.P. Philadelphia PA 05/2021 05/2021
Macquarie Investment Management Philadelphia PA 05/2021 05/2021
Cantor Fitzgerald & Co. Lenexa KS 06/2021 04/2022
Creative Planning, Llc Overland Park KS 04/2022 Present
  • 02/2009 → 08/2020
    Waddell & Reed Inc
    Overland Park, KS
  • 02/2009 → 04/2021
    Ivy Distributors, Inc
    Shawnee Mission, KS
  • 05/2021 → 05/2021
    Delaware Distributors, L.P.
    Philadelphia, PA
  • 05/2021 → 05/2021
    Macquarie Investment Management
    Philadelphia, PA
  • 06/2021 → 04/2022
    Cantor Fitzgerald & Co.
    Lenexa, KS
  • 04/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-27
S63 Uniform Securities Agent State Law Examination 2007-02-07
  • S66 Uniform Combined State Law Examination
    2015-01-27
  • S63 Uniform Securities Agent State Law Examination
    2007-02-07
Other Names
  • Robert C Oldaker
  • Rob Christian Oldaker

View on SEC IAPD

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DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

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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