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Inactive

Marcus Coleman

Creative Planning

Overland Park, KS

Park Ridge, IL

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-23
  • IL RA
    APPROVED
    Since 2026-03-23

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Park Ridge, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Lawrence KS 05/2015 10/2020
Tiaa Lawrence KS 05/2015 10/2020
Empower Retirement Greenwood Village CO 10/2020 05/2021
Fidelity Investments Covington KY 05/2021 05/2024
Empower Financial Services, Inc Greenwood Village CO 05/2024 03/2026
Empower Advisory Group, Llc Greenwood Village CO 05/2024 03/2026
Creative Planning, Llc Overland Park KS 03/2026 Present
  • 05/2015 → 10/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Lawrence, KS
  • 05/2015 → 10/2020
    Tiaa
    Lawrence, KS
  • 10/2020 → 05/2021
    Empower Retirement
    Greenwood Village, CO
  • 05/2021 → 05/2024
    Fidelity Investments
    Covington, KY
  • 05/2024 → 03/2026
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 05/2024 → 03/2026
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 03/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

OBA-67564|OrgNmn:WELIT|Org Addr:Park Ridge,Illinois,US|OBA Nature:a platform growth and pursue t|Invst Rel:N|Title:owner|Duties:Interview peers and create content|StrtDt:04-04-2022|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-25
S63 Uniform Securities Agent State Law Examination 2011-05-20
  • S66 Uniform Combined State Law Examination
    2020-07-25
  • S63 Uniform Securities Agent State Law Examination
    2011-05-20
Designations
Other Names
  • Marcus Dwayne Coleman

View on SEC IAPD

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ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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