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Nicholas Anre Parker

Creative Planning

Madison, WI

Overland Park, KS

Madison, WI

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-07-10
  • WI RA
    APPROVED
    Since 2023-07-10

Branch Locations

3330 University Ave. Suite 316, Madison, WI 53705 • United States

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

Madison, WI • 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 Brokerage Services Llc Jacksonville FL 02/2008 07/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2022
Creative Planning, Llc Overland Park KS 06/2023 Present
Unemployed Tallahassee FL 08/2022 05/2023
  • 02/2008 → 07/2022
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 07/2018 → 07/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 08/2022 → 05/2023
    Unemployed
    Tallahassee, FL
Previous Registrations
  • 2018-07-13 → 2023-02-13
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-12-15 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-13
S63 Uniform Securities Agent State Law Examination 2008-05-14
  • S66 Uniform Combined State Law Examination
    2009-12-13
  • S63 Uniform Securities Agent State Law Examination
    2008-05-14
Other Names
  • Nicolas Parker

View on SEC IAPD

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KRISTY LYNN REED
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ORSAN M KHARBUSH
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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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