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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-19 |
| KS | RA | APPROVED | 2011-05-17 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
5400 W. 110Th Street, Overland Park, KS 66211 • United States
Roeland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 02/2011 | Present |
| Hartung Insurance | Overland Park | KS | 01/1998 | Present |
Hartung Insurance; Overland Park, KS; Investment related; Nature of business-insurance sales; Position-Owner; Start date 1/1/2021; 80 hours per month/0 hours during trading. Evereve; Salt Lake City, Utah; Not investment related; Nature of business-women's clothing; Position-Stylist; Start date 6.21.22; 25 hours per month/0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
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