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Sandra Kay Harder

Creative Planning

Overland Park, KS

Bloomington, MN

CRD 6091508

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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
TX RA APPROVED 2020-04-02
MN RA APPROVED 2019-07-17
  • TX RA
    APPROVED
    Since 2020-04-02
  • MN RA
    APPROVED
    Since 2019-07-17

Branch Locations

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

3800 American Boulevard West, Suite 1000, Bloomington, MN 55431 • 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
The Johnston Group Minneapolis MN 06/2012 03/2019
Creative Planning Overland Park KS 04/2019 Present
  • 06/2012 → 03/2019
    The Johnston Group
    Minneapolis, MN
  • 04/2019 → Present
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-17
  • S65 Uniform Investment Adviser Law Examination
    2019-07-17
Other Names
  • Sandra Kay Gehrke

View on SEC IAPD

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