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Courtney Ceglio Kennedy

Creative Planning

Columbus, OH

Overland Park, KS

CRD 6077671

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-23
  • OH RA
    APPROVED
    Since 2025-07-23

Branch Locations

1900 Polaris Parkway, Suite 450, Columbus, OH 43240 • 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
Key Investment Services, Llc Columbus OH 06/2016 01/2019
Keybank Columbus OH 06/2016 01/2019
Key Investment Services Indianapolis IN 01/2019 06/2022
Keybank Columbus OH 01/2019 06/2022
Wesbanco Columbus OH 06/2022 01/2025
Unemployed Columbus OH 01/2025 05/2025
Creative Planning, Llc Columbus OH 06/2025 Present
  • 06/2016 → 01/2019
    Key Investment Services, Llc
    Columbus, OH
  • 06/2016 → 01/2019
    Keybank
    Columbus, OH
  • 01/2019 → 06/2022
    Key Investment Services
    Indianapolis, IN
  • 01/2019 → 06/2022
    Keybank
    Columbus, OH
  • 06/2022 → 01/2025
    Wesbanco
    Columbus, OH
  • 01/2025 → 05/2025
    Unemployed
    Columbus, OH
  • 06/2025 → Present
    Creative Planning, Llc
    Columbus, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-24
  • S63 Uniform Securities Agent State Law Examination
    2012-07-24
Designations
  • Certified Financial Planner
Other Names
  • Courtney Lynn Ceglio
  • Courtney Lynn Ceglio

View on SEC IAPD

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