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Amy Leigh Goodwin

Creative Planning

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-11-30
  • KS RA
    APPROVED
    Since 2021-11-30

Branch Locations

5400 W 110Th St., Overland Park, KS 66211 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
George K. Baum & Company Kansas City MO 02/2015 06/2017
Client One Securities, Llc Leawood KS 07/2017 11/2021
Creative Planning, Llc Overland Park KS 11/2021 Present
  • 02/2015 → 06/2017
    George K. Baum & Company
    Kansas City, MO
  • 07/2017 → 11/2021
    Client One Securities, Llc
    Leawood, KS
  • 11/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2017-07-06 → 2021-11-29
    Creativeone Securities, Llc
    Overland Park, KS
    Overland Park, KS
  • 2013-03-28 → 2015-02-06
    Vsr Financial Services, Inc.
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-27
  • S66 Uniform Combined State Law Examination
    2013-03-27

View on SEC IAPD

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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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