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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-29 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
170 North Radnor-Chester Road Suite 200, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewins Financial Advisors, Llc | Media | PA | 01/2015 | 05/2018 |
| Wipfli Llp | Media | PA | 01/2015 | 05/2017 |
| Wipfli Llp | Media | PA | 06/2017 | Present |
| Wipfli Financial Advisors, Llc | Media | PA | 06/2018 | 09/2022 |
| Creative Planning, Llc | Radnor | PA | 10/2022 | 03/2024 |
| Creative Planning, Llc | Radnor | PA | 07/2024 | Present |
WIPFLI LLP - PARTNER; NOT INVESTMENT RELATED; ADDRESS: 170 NORTH RADNOR-CHESTER ROAD, SUITE 200, RADNOR, PA 19087; START DATE: 01/2015; HOURS DEVOTED TO OTHER BUSINESS PER MONTH: 200 HOURS PER MONTH; HOURS DEVOTED DURING TRADING HOURS PER MONTH: 200 HOURS PER MONTH; NATURE OF BUSINESS: PROVIDE TAX COMPLIANCE, CONSULTING AND PLANNING. DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY; NOT INVESTMENT RELATED; MEDIA, PA; TREASURER; START DATE 6.1.2020; HOURS DEVOTED TO OTHER BUSINESS PER MONTH: 5 HOURS PER MONTH; HOURS DEVOTED DURING TRADING HOURS PER MONTH: 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-31 |
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