Rebecca Ann Havens

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 01/2008 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 03/2016 → 12/2018
  Larson Financial Services, Inc.
  Leawood, KS
• 09/2016 → 10/2017
  Summit Brokerage Services, Inc.
  Leawood, KS
• 09/2016 → 10/2017
  Summit Financial Group, Inc.
  Boca Raton, FL
• 10/2017 → 12/2018
  Securities America, Inc.
  Leawood, KS
• 10/2017 → 12/2018
  Arbor Point Advisors
  Leawood, KS
• 01/2019 → 06/2021
  Client One Securities, Llc
  Leawood, KS
• 01/2019 → 06/2021
  Change Path, Llc
  Leawood, KS
• 06/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-01-14 → 2021-06-09
  Creativeone Wealth, Llc
  Leawood, KS
  Overland Park, KS
• 2017-10-02 → 2018-12-31
  Arbor Point Advisors
  Leawood, KS
• 2016-09-01 → 2017-10-05
  Summit Financial Group Inc
  Leawood, KS
• 2008-01-28 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Leawood, KS
• 2007-10-22 → 2008-01-28
  Ameriprise Financial Services, Llc
  Leawood, KS

Exams

• S66 Uniform Combined State Law Examination
  2007-10-19

Other Names

• Rebecca Ann Reichenbach
• Rebecca Ann Havens
• Rebecca Ann Reichenbach
• Rebecca Reichenbach Havens
• Rebecca Reichenbach Havens