Sean Findley

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

• 08/2014 → 10/2017
  Great West Financial
  Overland Park, KS
• 10/2017 → 04/2021
  Ivy Investments/Waddell And Reed
  Shawnee, KS
• 05/2021 → 10/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2021 → 10/2021
  Retirement Solutions Group
  Overland Park, KS
• 11/2021 → 02/2024
  American Century Investment Services, Inc.
  Kansas City, MO
• 02/2024 → 08/2024
  Edelman Financial Engines
  Santa Clara, CA
• 08/2024 → 12/2025
  American Century Investment Services, Inc.
  Kansas City, MO
• 01/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-09-12 → 2025-12-31
  American Century Investments Private Client Group, Inc.
  Overland Park, KS
  Leawood, KS
• 2024-03-25 → 2024-09-12
  Edelman Financial Engines
  Overland Park, KS
• 2021-06-22 → 2021-10-18
  Ae Wealth Management, Llc
  Kansas City, MO
  Overland Park, KS
  Lee'S Summit, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-25
• S63 Uniform Securities Agent State Law Examination
  2012-01-10

Other Names

• Sean Michael Findley