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Christine Marie Sand

Creative Planning

Omaha, NE

Overland Park, KS

CRD 6493281

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
NE RA APPROVED 2017-12-18
  • TX RA
    APPROVED
    Since 2023-08-28
  • NE RA
    APPROVED
    Since 2017-12-18

Branch Locations

12925 West Dodge Road, Omaha, NE 68154 • 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
University Of Nebraska - Lincoln Lincoln NE 08/2014 12/2016
Mutual Of Omaha Omaha NE 11/2015 08/2017
Mutual Of Omaha Omaha NE 08/2017 09/2017
Creative Planning Omaha NE 10/2017 Present
  • 08/2014 → 12/2016
    University Of Nebraska - Lincoln
    Lincoln, NE
  • 11/2015 → 08/2017
    Mutual Of Omaha
    Omaha, NE
  • 08/2017 → 09/2017
    Mutual Of Omaha
    Omaha, NE
  • 10/2017 → Present
    Creative Planning
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-18
  • S65 Uniform Investment Adviser Law Examination
    2017-12-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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