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Larissa Kristine Grantham

Creative Planning

Portland, OR

Overland Park, KS

CRD 5436346

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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
OR RA APPROVED 2025-06-16
TX RA APPROVED 2023-08-29
  • OR RA
    APPROVED
    Since 2025-06-16
  • TX RA
    APPROVED
    Since 2023-08-29

Branch Locations

Portland, OR • 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
Stepp & Rothwell, Inc. Overland Park KS 01/2001 08/2019
Versant Capital Management, Inc Phoenix AZ 09/2019 04/2022
Creative Planning, Llc Chandler AZ 04/2022 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Larissa Kristine Schemmel

View on SEC IAPD

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