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Christopher Allen Holt

Creative Planning

Overland Park, KS

Bellvue, WA

Redmond, WA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-08-26
  • WA RA
    APPROVED
    Since 2024-08-26

Branch Locations

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

500 108 Avenue Northeast Suite 1100, Office 11, Bellvue, WA 98004 • United States

Redmond, WA • 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
Fidelity Investments Covington KY 02/2007 12/2022
Fidelity Brokerage Services Llc Covington KY 01/2008 12/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2022
Coldstream Wealth Management Bellevue WA 01/2023 08/2024
Creative Planning, Llc Overland Park KS 08/2024 Present
  • 02/2007 → 12/2022
    Fidelity Investments
    Covington, KY
  • 01/2008 → 12/2022
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 12/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2023 → 08/2024
    Coldstream Wealth Management
    Bellevue, WA
  • 08/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-13
S63 Uniform Securities Agent State Law Examination 2007-07-03
  • S66 Uniform Combined State Law Examination
    2010-07-13
  • S63 Uniform Securities Agent State Law Examination
    2007-07-03
Designations
Other Names
  • Christopher A Holt
  • Christopher Allan Holt

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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