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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2012-04-16 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Walnut Creek, CA • United States
1331 N. California Boulevard, Suite 100, Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Fremont | CA | 04/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
| S66 | Uniform Combined State Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-07 |
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