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Alan Lee Mcfann

Creative Planning

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2017-08-14
  • KS RA
    APPROVED
    Since 2017-08-14

Branch Locations

5400 W 110Th St., Overland Park, KS 66211 • 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
Scout Investments, Inc. Kansas City MO 01/2014 04/2017
Umb Distribution Services, Llc Milwaukee WI 02/2014 04/2017
Creative Planning Leawood KS 04/2017 Present
  • 01/2014 → 04/2017
    Scout Investments, Inc.
    Kansas City, MO
  • 02/2014 → 04/2017
    Umb Distribution Services, Llc
    Milwaukee, WI
  • 04/2017 → Present
    Creative Planning
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-14
S63 Uniform Securities Agent State Law Examination 2007-11-19
  • S65 Uniform Investment Adviser Law Examination
    2017-08-14
  • S63 Uniform Securities Agent State Law Examination
    2007-11-19

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

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KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

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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