Best Investors Account Sign in
Inactive

Krystle M. Sinclair

Creative Planning

Reno, NV

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-10-08
  • NV RA
    APPROVED
    Since 2025-10-08

Branch Locations

5470 Kietzke Ln Suite 300, Office 114, Reno, NV 89511 • 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
Fidelity Investments Reno NV 02/2013 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Charles Schwab Bank Reno NV 09/2018 08/2022
J.P. Morgan Securities Llc South Lake Tahoe CA 11/2022 12/2024
Jpmorgan Chase Bank, N.A. Reno NV 11/2022 08/2025
Fidelity Brokerage Services Llc Reno NV 02/2013 08/2018
Strategic Advisers Llc Reno NV 03/2015 07/2018
J.P. Morgan Securities Llc Reno NV 08/2025 09/2025
Charles Schwab & Co., Inc. Reno NV 09/2018 09/2022
Unemployed Reno NV 10/2022 10/2022
Creative Planning, Llc Overland Park KS 10/2025 Present
  • 02/2013 → 08/2018
    Fidelity Investments
    Reno, NV
  • 07/2018 → 08/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2018 → 08/2022
    Charles Schwab Bank
    Reno, NV
  • 11/2022 → 12/2024
    J.P. Morgan Securities Llc
    South Lake Tahoe, CA
  • 11/2022 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Reno, NV
  • 02/2013 → 08/2018
    Fidelity Brokerage Services Llc
    Reno, NV
  • 03/2015 → 07/2018
    Strategic Advisers Llc
    Reno, NV
  • 08/2025 → 09/2025
    J.P. Morgan Securities Llc
    Reno, NV
  • 09/2018 → 09/2022
    Charles Schwab & Co., Inc.
    Reno, NV
  • 10/2022 → 10/2022
    Unemployed
    Reno, NV
  • 10/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-06
S63 Uniform Securities Agent State Law Examination 2013-06-03
  • S66 Uniform Combined State Law Examination
    2015-02-06
  • S63 Uniform Securities Agent State Law Examination
    2013-06-03
Other Names
  • Krystle Marie O'BRien
  • Krystle M Sinclair
  • Krystle Sinclair
  • Krystle O'BRien
  • Krystle M Obrien
  • Krystle Marie Sinclair
  • Krystal Sinclair
  • Krystal M Sinclair

View on SEC IAPD

Other Firms

MORGAN STANLEY
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
LPL FINANCIAL LLC
GW FINANCIAL
TREO VENTURES, LLC
ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor