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CRD 5901478
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-25 |
| NC | RA | APPROVED | 2025-09-02 |
| SC | RA | APPROVED | 2025-09-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3480 Preston Ridge Rd., Suite 390, Alpharetta, GA 30005 • United States
950 Houston Northcutt Boulevard, Suite 101, Mt. Pleasant, SC 29464 • United States
3630 Peachtree Road Ne, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 06/2013 | 10/2016 |
| Global Alternative Investment Services Inc. | Charlotte | NC | 11/2019 | 10/2020 |
| Wells Fargo | Charlotte | NC | 06/2013 | 11/2019 |
| Nuveen Securities, Llc | Charlotte | NC | 11/2020 | 04/2025 |
| Nuveen Asset Management, Llc | Chicago | IL | 11/2020 | 04/2025 |
| Creative Planning, Llc | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-06 |
| S66 | Uniform Combined State Law Examination | 2012-06-08 |
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