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Scott Morris Martineau

Creative Planning

Draper, UT

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-04-23
  • UT RA
    APPROVED
    Since 2025-04-23

Branch Locations

Draper, UT • 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
Gwfs Equities Inc/Great-West Life & Ann Ins Co Irvine CA 10/2006 08/2017
Reilly Financial Advisors La Mesa CA 08/2017 12/2021
Creative Planning, Llc La Mesa CA 12/2021 Present
  • 10/2006 → 08/2017
    Gwfs Equities Inc/Great-West Life & Ann Ins Co
    Irvine, CA
  • 08/2017 → 12/2021
    Reilly Financial Advisors
    La Mesa, CA
  • 12/2021 → Present
    Creative Planning, Llc
    La Mesa, CA
Previous Registrations
  • 2018-06-22 → 2022-01-03
    Reilly Financial Advisors
    La Mesa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-22
S63 Uniform Securities Agent State Law Examination 2000-09-28
  • S65 Uniform Investment Adviser Law Examination
    2018-06-22
  • S63 Uniform Securities Agent State Law Examination
    2000-09-28

View on SEC IAPD

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