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Amanda Traynor Macrae

Creative Planning

Atlanta, GA

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 2023-08-29
GA RA APPROVED 2020-10-28
  • TX RA
    APPROVED
    Since 2023-08-29
  • GA RA
    APPROVED
    Since 2020-10-28

Branch Locations

3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • 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
Truewealth, Llc (Fna Windham Brannon) Atlanta GA 07/2014 09/2020
Creative Planning, Inc. Atlanta GA 10/2020 Present
  • 07/2014 → 09/2020
    Truewealth, Llc (Fna Windham Brannon)
    Atlanta, GA
  • 10/2020 → Present
    Creative Planning, Inc.
    Atlanta, GA
Previous Registrations
  • 2012-07-31 → 2020-10-08
    Truewealth Management
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-25
  • S65 Uniform Investment Adviser Law Examination
    2012-07-25
Designations
Other Names
  • Mandi Traynor Davis
  • Amanda Sue Traynor
  • Mandi Sue Traynor
  • Amanda Traynor Davis

View on SEC IAPD

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