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Julie Elizabeth Reinhardt

Creative Planning

Llano, TX

Austin, TX

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-01
  • TX RA
    APPROVED
    Since 2024-04-01

Branch Locations

Llano, TX • United States

401 Congress Avenue Suite 1100, Austin, TX 78701 • 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
Ml& R Wealth Management Austin TX 09/2007 03/2024
Creative Planning, Llc Austin TX 04/2024 Present
  • 09/2007 → 03/2024
    Ml& R Wealth Management
    Austin, TX
  • 04/2024 → Present
    Creative Planning, Llc
    Austin, TX
Previous Registrations
  • 2012-02-23 → 2024-05-29
    Ml&R Wealth Management Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-10
  • S65 Uniform Investment Adviser Law Examination
    2010-06-10
Other Names
  • Julie Elizabeth Mcneely

View on SEC IAPD

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