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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-24 |
| NC | RA | APPROVED | 2021-12-17 |
| TX | RA | APPROVED | 2021-12-17 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
11325 N. Community House Rd. Suite 125, Charlotte, NC 28277 • United States
Indian Land, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinet Group | Stamford | CT | 03/2016 | 01/2018 |
| Unemployment | Stamfordd | CT | 02/2018 | 03/2018 |
| Newport Group | Charlotte | NC | 03/2018 | 08/2019 |
| Lockton Companies Llc | Charlotte | NC | 08/2019 | 12/2021 |
| Lockton Investment Securities | Charlotte | NC | 08/2019 | 12/2021 |
| Lockton Investment Advisors, Llc | Charlotte | NC | 04/2021 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-26 |
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