Samuel David Romersberger

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:

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2022-10-05

KS RA
APPROVED

Since 2022-10-05

Branch Locations

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

5400 W 110Th St., 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

Organization	City	State	From	To
Vantage Investment Partners	Kansas City	MO	10/2011	12/2018
Creative Planning, Llc	Overland Park	KS	10/2022	Present
Fidelity Security Life Insurance	Kansas City	MO	10/2020	09/2022
Unemployed	Kansas City	MO	01/2019	09/2020

10/2011 → 12/2018

Vantage Investment Partners

Kansas City, MO
10/2022 → Present

Creative Planning, Llc

Overland Park, KS
10/2020 → 09/2022

Fidelity Security Life Insurance

Kansas City, MO
01/2019 → 09/2020

Unemployed

Kansas City, MO

Previous Registrations

2012-01-19 → 2018-12-14

Vantage Investment Partners, Llc

Kansas City, MO

Other Businesses

MARTIN FARMS, NON-INVESTMENT RELATED; GOODFILED, IL; FARMING; TREASURER; NO RELATIONSHIP WITH CURRENT EMPLOYMENT, LESS THAN 1 HOUR A MONTH, NO SECURITIES TRADING, FAMILY BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-01-18

S65 Uniform Investment Adviser Law Examination

2012-01-18

Designations

Chartered Financial Analyst

Other Names

Sam Romersberger

View on SEC IAPD