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Inactive

Rebecca Jean Gruver

Creative Planning

Brookfield, WI

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-28
  • WI RA
    APPROVED
    Since 2025-10-28

Branch Locations

17775 W Bluemound Rd, Brookfield, WI 53045 • United States

5454 W. 110Th Street, 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
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Waukesha WI 03/2015 09/2020
Raymond James Financial Services Advisors Inc. Waukesha WI 03/2015 09/2020
Kowal Investment Group Llc Waukesha WI 10/2020 12/2024
Mutual Securities, Inc. Camarillo CA 09/2020 12/2024
Creative Planning, Llc Broowkfield WI 12/2024 Present
  • 03/2015 → 09/2020
    Raymond James Financial Services, Inc.
    Waukesha, WI
  • 03/2015 → 09/2020
    Raymond James Financial Services Advisors Inc.
    Waukesha, WI
  • 10/2020 → 12/2024
    Kowal Investment Group Llc
    Waukesha, WI
  • 09/2020 → 12/2024
    Mutual Securities, Inc.
    Camarillo, CA
  • 12/2024 → Present
    Creative Planning, Llc
    Broowkfield, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-30
  • S66 Uniform Combined State Law Examination
    2013-10-30
Other Names
  • Rebecca Jean Muraszewski

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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