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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 03/2013 | 05/2025 |
| Unemployed | Caddo Mills | TX | 05/2025 | 11/2025 |
| Creative Planning, Llc | Overland Park | KS | 12/2025 | Present |
CP Electric CA LLC; Not investment-related; 3751 Merced Drive, Suite E, Riverside, CA 92503; California solar sales/financing; Silent Equity Partner; Start 7/10/2025; 0 hours / month; 0 hours / month during securities trading hours; Will advise on financial decisions, management decisions, etc. but as a silent partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-16 |
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