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Inactive

Nathan Watson

Creative Planning

St. Charles, MO

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-12-17
  • MO RA
    APPROVED
    Since 2021-12-17

Branch Locations

St. Charles, MO • 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
Sam's Club Glen Carbon IL 08/2015 05/2017
Southern Illinois University Edwardsville IL 08/2013 05/2017
Axa Advisors, Llc New York NY 08/2017 07/2018
Brokerage Unlimited Inc St Louis MO 07/2018 04/2021
The Leaders Group, Inc. Littleton CO 01/2020 04/2021
Lockton Companies Llc St Lois MO 04/2021 12/2021
Lockton Investment Securities, Llc St Louis MO 04/2021 12/2021
Lockton Investment Advisors, Llc St Louis MO 04/2021 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 08/2015 → 05/2017
    Sam's Club
    Glen Carbon, IL
  • 08/2013 → 05/2017
    Southern Illinois University
    Edwardsville, IL
  • 08/2017 → 07/2018
    Axa Advisors, Llc
    New York, NY
  • 07/2018 → 04/2021
    Brokerage Unlimited Inc
    St Louis, MO
  • 01/2020 → 04/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 04/2021 → 12/2021
    Lockton Companies Llc
    St Lois, MO
  • 04/2021 → 12/2021
    Lockton Investment Securities, Llc
    St Louis, MO
  • 04/2021 → 12/2021
    Lockton Investment Advisors, Llc
    St Louis, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-19
  • S66 Uniform Combined State Law Examination
    2017-10-19
Other Names
  • Nathan Andrew Watson

View on SEC IAPD

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