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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-16 |
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 |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 05/2026 | Present |
| Financial Engines Advisors, Llc | Phoenix | AZ | 03/2015 | 07/2021 |
| Financial Engines Advisors L.L.C | Santa Clara | CA | 07/2021 | 07/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2022 | 05/2026 |
LLM Properties, LLC; Investment-related; 40w495 Prairie Ct, Hampshire, IL 60140; Rental business; Member; Start 5/2026; 0 hours / month; 0 hours / month during securities trading hours; member of LLC for a rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-22 |
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