Inactive

Frank Fitzgerald Fairbanks

Creative Planning

Overland Park, KS

CRD 6458086

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2019-03-11
TX	RA	APPROVED	2019-03-11

OK RA
APPROVED

Since 2019-03-11
TX RA
APPROVED

Since 2019-03-11

Branch Locations

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

Edmond, OK • 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

Organization	City	State	From	To
Rgt Capital Management, Ltd.	Dallas	TX	01/2008	11/2018
Creative Planning	Overland Park	KS	03/2019	Present
Unemployed	Dallas	TX	12/2018	02/2019

01/2008 → 11/2018

Rgt Capital Management, Ltd.

Dallas, TX
03/2019 → Present

Creative Planning

Overland Park, KS
12/2018 → 02/2019

Unemployed

Dallas, TX

Previous Registrations

2015-03-16 → 2018-12-04

Rgt Wealth Advisors

Dallas, TX

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER INDEPENDENT

Nearby Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS

MARINER INDEPENDENT · OVERLAND PARK, KS

MARINER WEALTH · OVERLAND PARK, KS

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