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Robyn Smeltzer

Creative Planning

Elkhart, IN

Overland Park, KS

CRD 5435150

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-02
  • IN RA
    APPROVED
    Since 2025-12-02

Branch Locations

Elkhart, IN • 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
Wells Fargo Advisors Llc Mishawaka IN 05/2009 11/2016
Wells Fargo Clearing Services, Llc Mishawaka IN 11/2016 11/2021
Wells Fargo Advisors Financial Network, Llc Elkhart IN 11/2021 07/2023
Creative Planning, Llc Overland Park KS 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-29
  • S66 Uniform Combined State Law Examination
    2008-01-29
Other Names
  • Robyn A. Coppens
  • Robyn A Smeltzer

View on SEC IAPD

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