Sylvester Carl Byrd

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 04/2025
  American Century Investment Services, Inc.
  Kansas City, MO
• 01/2013 → 03/2020
  Signature Events
  Kansas City, MO
• 10/2014 → 03/2020
  Harpo's
  Kansas City, MO
• 05/2016 → 12/2016
  Mortgage Lender's Of America
  Overland Park, KS
• 04/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-02-20 → 2025-04-16
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
  Kansas City, MO
  Kansas City, KS
  Kansas City, MO
  Kansas City, MO
  Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-20
• S63 Uniform Securities Agent State Law Examination
  2017-10-05

Designations

• Certified Financial Planner

Other Names

• Sylvester Carl Byrd
• Trey Byrd
• Sylvester Carl Byrd