Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-25 |
| TX | RA | APPROVED | 2020-03-31 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Elizabeth, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Denver | CO | 09/2017 | Present |
| Ethos Financial Partners | Thorton | CO | 08/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-28 |
Reach out to this advisor