Best Investors Account Sign in
Inactive

Rebecca Erin Oelrich

Creative Planning

Bloomington, MN

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-02
TX RA APPROVED 2023-08-28
  • MN RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2023-08-28

Branch Locations

3800 American Blvd Suite 1000, Bloomington, MN 55431 • 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
Kdv Wealth Management, Llc St. Cloud MN 10/2014 06/2023
Creative Planning, Llc Bloomington MN 07/2023 Present
  • 10/2014 → 06/2023
    Kdv Wealth Management, Llc
    St. Cloud, MN
  • 07/2023 → Present
    Creative Planning, Llc
    Bloomington, MN
Previous Registrations
  • 2014-12-05 → 2023-09-25
    Bergankdv Wealth Management, Llc
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-05
S63 Uniform Securities Agent State Law Examination 2008-09-26
  • S65 Uniform Investment Adviser Law Examination
    2014-12-05
  • S63 Uniform Securities Agent State Law Examination
    2008-09-26
Designations
Other Names
  • Rebecca Erin Mccann

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor