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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-04-21 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co | Saint Louis | MO | 01/2013 | 12/2020 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 03/2021 | 04/2022 |
| Groundwork Mortgage | Chesterfield | MO | 01/2021 | 03/2021 |
| Creative Planning, Llc | Overland Park | KS | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
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