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Grant Prescott Fuller

Creative Planning

Overland Park, KS

Fisherville, KY

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-05-06
  • KY RA
    APPROVED
    Since 2024-05-06

Branch Locations

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

Fisherville, KY • 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 Overland Park KS 11/2014 04/2021
Mariner Wealth Advisors New Albany IN 06/2021 07/2023
Unemployed Louisville KY 04/2021 06/2021
Switchpoint Financial Planning, Llc Lehi UT 07/2023 05/2024
Creative Planning, Llc Overland Park KS 05/2024 Present
  • 11/2014 → 04/2021
    Creative Planning
    Overland Park, KS
  • 06/2021 → 07/2023
    Mariner Wealth Advisors
    New Albany, IN
  • 04/2021 → 06/2021
    Unemployed
    Louisville, KY
  • 07/2023 → 05/2024
    Switchpoint Financial Planning, Llc
    Lehi, UT
  • 05/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2023-07-25 → 2024-05-09
    Switchpoint Financial Planning Llc
    Lehi, UT
    Louisville, KY
  • 2021-07-02 → 2023-07-14
    Mariner
    Louisville, KY
    New Albany, IN
    Louisville, KY
  • 2014-12-08 → 2021-04-07
    Creative Planning
    Overland Park, KS
    Overland Park, KS
    Louisville, KY
  • 2014-08-21 → 2014-11-21
    Td Ameritrade, Inc.
    Nashville, TN
  • 2014-08-21 → 2014-11-21
    Td Ameritrade Investment Management, Llc
    Brentwood, TN
Other Businesses

RENTAL REAL ESTATE: LOUISVILLE, KY, INVESTMENT-RELATED, OWNER OF HOUSE, 1/1/2023, 1 HOUR PER MONTH: ZERO HOURS DURING SECURITIES TRADING HOURS, MAINTENANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-14
S63 Uniform Securities Agent State Law Examination 2012-06-13
  • S66 Uniform Combined State Law Examination
    2014-08-14
  • S63 Uniform Securities Agent State Law Examination
    2012-06-13
Designations

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
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

More in Overland Park, KS

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