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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED | 2019-02-12 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Managemen Llc | Greenwich | CT | 03/2013 | 09/2016 |
| Quasar Distributors, Llc | Milwaukee | WI | 04/2013 | 09/2016 |
| Creative Planning | Overland Park | KS | 09/2016 | Present |
Slack Tide Real Estate LLC; Non-Investment Related; Westport, CT; 06/2021; Rental Property; no time spent during trading or business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-17 |
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