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Casey Louis Jensen

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-02-21
  • KS RA
    APPROVED
    Since 2020-02-21

Branch Locations

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
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2012 05/2019
Northwestern Mutual Investments Services, Llc Springfield MO 07/2013 05/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2016 05/2019
Creative Planning, Inc. Overland Park KS 06/2019 Present
  • 12/2012 → 05/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2013 → 05/2019
    Northwestern Mutual Investments Services, Llc
    Springfield, MO
  • 02/2016 → 05/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2019 → Present
    Creative Planning, Inc.
    Overland Park, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-02-17
  • S63 Uniform Securities Agent State Law Examination
    2014-02-17
Designations

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

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