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Daniel Bryan Clements

Creative Planning

Farifax Station, VA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-09-16
  • VA RA
    APPROVED
    Since 2024-09-16

Branch Locations

Farifax Station, VA • 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
Prinicipal Life Insurance Company Bethesda MD 06/2016 09/2024
Principal Securities Bethesda MD 07/2016 09/2024
Creative Planning, Llc Overland Park KS 09/2024 Present
  • 06/2016 → 09/2024
    Prinicipal Life Insurance Company
    Bethesda, MD
  • 07/2016 → 09/2024
    Principal Securities
    Bethesda, MD
  • 09/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-15
S63 Uniform Securities Agent State Law Examination 2015-11-12
  • S65 Uniform Investment Adviser Law Examination
    2016-12-15
  • S63 Uniform Securities Agent State Law Examination
    2015-11-12
Other Names
  • Daniel Clements
  • Daniel Bryan Clements

View on SEC IAPD

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