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Peter Nieporent

Creative Planning

Monroe, CT

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-03-19
CA RA APPROVED 2026-02-20
  • CT RA
    APPROVED
    Since 2026-03-19
  • CA RA
    APPROVED
    Since 2026-02-20

Branch Locations

Monroe, CT • 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
Northcoast Asset Management Greenwich CT 02/2015 10/2021
Connectus Wealth Greenwich CT 11/2021 06/2024
Kovitz Investment Group Partners, Llc San Diego CA 06/2024 12/2024
Northcoast Asset Management San Diego CA 01/2025 02/2026
Creative Planning, Llc Overland Park KS 02/2026 Present
  • 02/2015 → 10/2021
    Northcoast Asset Management
    Greenwich, CT
  • 11/2021 → 06/2024
    Connectus Wealth
    Greenwich, CT
  • 06/2024 → 12/2024
    Kovitz Investment Group Partners, Llc
    San Diego, CA
  • 01/2025 → 02/2026
    Northcoast Asset Management
    San Diego, CA
  • 02/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-13
  • S65 Uniform Investment Adviser Law Examination
    2015-03-13
Designations

View on SEC IAPD

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