Michael William Persell

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 06/2019
  American Century Investments
  Kansas City, MO
• 06/2019 → 10/2019
  Communityamerica Financial Solutions, Llc
  Lenexa, KS
• 10/2019 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2019-06-26 → 2019-09-24
  Copper Financial
  Lenexa, KS
  Overland Park, KS
  Lenexa, KS
• 2017-11-09 → 2019-07-08
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
  Leawood, KS
  Kansas City, MO

Other Businesses

Lovely Day Acres, LLC; Not investment-related; Bucyrus, KS 66013; Sales of flowers, eggs, honey, & baked goods; Owner; Start 8/27/2025; 20 hours/ month; 0 hours / month during securities trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-11

Designations

• Certified Financial Planner

Other Names

• Michael Persell
• Mike Persell
• Mike William Persell
• Michael W Persell
• Michael William Persell
• Mike W Persell