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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-09
IL RA APPROVED 2023-10-03
  • TX RA
    APPROVED
    Since 2023-10-09
  • IL RA
    APPROVED
    Since 2023-10-03

Branch Locations

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

Buffalo Grove, IL • United States

707 Skokie Blvd, Suite 375, Northbrook, IL 60062 • 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
Mesirow Financial, Inc. Chicago IL 01/2008 09/2023
Creative Planning, Llc Northbrook IL 10/2023 Present
  • 01/2008 → 09/2023
    Mesirow Financial, Inc.
    Chicago, IL
  • 10/2023 → Present
    Creative Planning, Llc
    Northbrook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-02
  • S66 Uniform Combined State Law Examination
    2008-06-02

View on SEC IAPD

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