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Inactive

William Arthur Crocker

Creative Planning

Overland Park, KS

Indian Land, SC

Charlotte, NC

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-12-17
SC RA APPROVED 2021-12-17
  • NC RA
    APPROVED
    Since 2021-12-17
  • SC RA
    APPROVED
    Since 2021-12-17

Branch Locations

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

Indian Land, SC • United States

11325 N. Community House Rd. Suite 125, Charlotte, NC 28277 • 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
Lockton Financial Advisors, Llc Charlotte NC 01/2014 12/2021
Lockton Companies, Llc Charlotte NC 01/2014 12/2021
Lockton Investment Advisors, Llc Kansas City MO 01/2014 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 01/2014 → 12/2021
    Lockton Financial Advisors, Llc
    Charlotte, NC
  • 01/2014 → 12/2021
    Lockton Companies, Llc
    Charlotte, NC
  • 01/2014 → 12/2021
    Lockton Investment Advisors, Llc
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-26
S63 Uniform Securities Agent State Law Examination 2000-04-06
  • S66 Uniform Combined State Law Examination
    2006-05-26
  • S63 Uniform Securities Agent State Law Examination
    2000-04-06

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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