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Tyler James Stack

Creative Planning

Wichita, KS

Wichita, KS

Overland Park, KS

CRD 5296227

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-12
KS RA APPROVED 2017-08-11
  • TX RA
    APPROVED
    Since 2019-02-12
  • KS RA
    APPROVED
    Since 2017-08-11

Branch Locations

2400 N Woodlawn Blvd Suite 112, Wichita, KS 67220 • United States

Wichita, KS • 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
American Century Investment Services Inc. Kansas City MO 08/2008 07/2017
Creative Planning Overland Park KS 07/2017 Present
  • 08/2008 → 07/2017
    American Century Investment Services Inc.
    Kansas City, MO
  • 07/2017 → Present
    Creative Planning
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-11
S63 Uniform Securities Agent State Law Examination 2007-04-23
  • S65 Uniform Investment Adviser Law Examination
    2017-08-11
  • S63 Uniform Securities Agent State Law Examination
    2007-04-23
Other Names
  • Tyler Stack

View on SEC IAPD

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