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Julie Karen Schieffer

Creative Planning

Manhattan, KS

Overland Park, KS

Lakewood Ranch, FL

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-26
KS RA APPROVED 2021-01-19
  • FL RA
    APPROVED
    Since 2024-11-26
  • KS RA
    APPROVED
    Since 2021-01-19

Branch Locations

Manhattan, KS • United States

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

Lakewood Ranch, FL • 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
Creative Planning, Inc. Overland Park KS 01/2021 Present
Sprint Overland Park KS 03/2013 12/2020
  • 01/2021 → Present
    Creative Planning, Inc.
    Overland Park, KS
  • 03/2013 → 12/2020
    Sprint
    Overland Park, KS
Previous Registrations
  • 2012-01-25 → 2013-03-04
    Vantage Investment Partners, Llc
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-24
  • S65 Uniform Investment Adviser Law Examination
    2012-01-24
Designations
Other Names
  • Julie Karen Birdwell

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
NO COAST FINANCIAL GROUP
CGN ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES

Other Investors

CARLIN TODD MURPHY
ARTHUR JOSEPH KENNEDY
Skyler JaLynn Saunders
GREGORY CLAY BARRON
STUART JOSEPH HECKMAN
DANIEL EDWARD KING
JAMIE ANN BOSSE
Lindsay Ann Adams

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MANHATTAN, KS
NO COAST FINANCIAL GROUP · MANHATTAN, KS
CGN ADVISORS, LLC · MANHATTAN, KS
CETERA INVESTMENT ADVISERS LLC · Manhatton, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Manhattan, KS
THRIVENT INVESTMENT MANAGEMENT INC. · MANHATTAN, KS

More in Manhattan, KS

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