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Spencer Harvey Lloyd

Creative Planning

Overland Park, KS

Monterey, CA

Salinas, CA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-01

Branch Locations

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

2340 Garden Road, Suite 202, Monterey, CA 93940 • United States

Salinas, CA • 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
W.W. Grainger Irvine CA 07/2014 09/2016
Ubs Financial Services Salt Lake City UT 09/2016 04/2019
Monterey Private Wealth Monterey CA 05/2019 03/2025
Creative Planning, Llc Monterey CA 04/2025 Present
  • 07/2014 → 09/2016
    W.W. Grainger
    Irvine, CA
  • 09/2016 → 04/2019
    Ubs Financial Services
    Salt Lake City, UT
  • 05/2019 → 03/2025
    Monterey Private Wealth
    Monterey, CA
  • 04/2025 → Present
    Creative Planning, Llc
    Monterey, CA
Previous Registrations
  • 2019-05-17 → 2025-04-21
    Monterey Private Wealth, Inc.
    Monterey, CA
  • 2016-12-09 → 2019-04-23
    Ubs Financial Services Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-08
  • S66 Uniform Combined State Law Examination
    2016-12-08
Designations
Other Names
  • Spencer Harvey Lloyd
  • Spencer Lloyd

View on SEC IAPD

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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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