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Michael Christopher Patton

Creative Planning

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-07-28
TX RA APPROVED_RES 2021-12-20
MO RA APPROVED 2021-12-17
  • KS RA
    APPROVED
    Since 2022-07-28
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • MO RA
    APPROVED
    Since 2021-12-17

Branch Locations

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

5400 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
Lockton Financial Advisors, Llc Kansas City MO 10/2009 12/2021
Lockton Companies, Llc Kansas City MO 10/2009 12/2021
Lockton Investment Advisors, Llc Kansas City MO 10/2009 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 10/2009 → 12/2021
    Lockton Financial Advisors, Llc
    Kansas City, MO
  • 10/2009 → 12/2021
    Lockton Companies, Llc
    Kansas City, MO
  • 10/2009 → 12/2021
    Lockton Investment Advisors, Llc
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-03
  • S66 Uniform Combined State Law Examination
    2008-11-03

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
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