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Wayne Lewis Barber

Creative Planning

Mount Dora, FL

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-01-05
  • FL RA
    APPROVED
    Since 2018-01-05

Branch Locations

Mount Dora, FL • 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
Water Oak Advisors Llc Winter Park FL 09/2013 10/2017
Creative Planning Mount Dora FL 12/2017 Present
  • 09/2013 → 10/2017
    Water Oak Advisors Llc
    Winter Park, FL
  • 12/2017 → Present
    Creative Planning
    Mount Dora, FL
Previous Registrations
  • 2013-10-01 → 2017-10-18
    Water Oak Advisors, Llc
    Winter Park, FL
  • 2011-02-25 → 2013-08-07
    Churchill Management Group
    Los Angeles, CA
  • 2004-07-02 → 2011-01-11
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2006-05-24 → 2011-01-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-28
  • S66 Uniform Combined State Law Examination
    2004-06-28
Other Names
  • Wayne Lewis Barber
  • Wayne Lewis Barber

View on SEC IAPD

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