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Inactive

Patrick Colorado Abelon

Creative Planning

Overland Park, KS

Mosely, VA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-29
  • VA RA
    APPROVED
    Since 2026-04-29

Branch Locations

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

Mosely, VA • 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
Icma Retirement Corporation Washington DC 09/2013 12/2020
Gwfs Equities, Inc Denver CO 01/2021 07/2022
Sageview Advisory Group - (Crd # 126777); Newport Beach CA 08/2022 04/2026
Cetera Wealth Services, Llc El Segundo CA 05/2023 04/2026
Creative Planning, Llc Overland Park KS 04/2026 Present
  • 09/2013 → 12/2020
    Icma Retirement Corporation
    Washington, DC
  • 01/2021 → 07/2022
    Gwfs Equities, Inc
    Denver, CO
  • 08/2022 → 04/2026
    Sageview Advisory Group - (Crd # 126777);
    Newport Beach, CA
  • 05/2023 → 04/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-06
S63 Uniform Securities Agent State Law Examination 2000-05-18
  • S65 Uniform Investment Adviser Law Examination
    2024-01-06
  • S63 Uniform Securities Agent State Law Examination
    2000-05-18
Other Names
  • Patrick Colorado Abelon
  • Patrick Abelon

View on SEC IAPD

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