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Inactive

Krystle Sumner Mcentire

Creative Planning

Overland Park, KS

Vancouver, WA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-03
  • WA RA
    APPROVED
    Since 2026-03-03

Branch Locations

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

Vancouver, WA • 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
Duncan & Haley, Ltd Seattle WA 01/2016 01/2019
Fisher Investments Camas WA 02/2019 04/2019
Duncan & Haley, Ltd. Seattle WA 04/2019 03/2026
Creative Planning, Llc Seattle WA 03/2026 Present
  • 01/2016 → 01/2019
    Duncan & Haley, Ltd
    Seattle, WA
  • 02/2019 → 04/2019
    Fisher Investments
    Camas, WA
  • 04/2019 → 03/2026
    Duncan & Haley, Ltd.
    Seattle, WA
  • 03/2026 → Present
    Creative Planning, Llc
    Seattle, WA
Previous Registrations
  • 2024-03-01 → 2026-03-30
    Duncan & Haley, Ltd.
    Seattle, WA
  • 2019-05-01 → 2023-12-31
    Duncan & Haley, Ltd.
    Seattle, WA
  • 2019-02-05 → 2019-04-22
    Fisher Investments
    Plano, TX
  • 2016-06-14 → 2019-03-04
    Duncan & Haley, Ltd.
    Seattle, WA
  • 2011-09-19 → 2015-09-17
    Ubs Financial Services Inc.
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-16
  • S66 Uniform Combined State Law Examination
    2011-09-16
Designations
Other Names
  • Krystle Lynn Sumner

View on SEC IAPD

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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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