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Jessica Lynn Rossana

Creative Planning

Kalamazoo, MI

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
MI RA APPROVED 2017-11-06
  • TX RA
    APPROVED
    Since 2023-08-29
  • MI RA
    APPROVED
    Since 2017-11-06

Branch Locations

Kalamazoo, MI • 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
Lpl Financial Portage MI 01/2008 10/2017
Zhang Financial Portage MI 03/2012 10/2017
Creative Planning Kalamazoo MI 11/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-27
  • S66 Uniform Combined State Law Examination
    2006-06-27
Designations
Other Names
  • Jessica Lynn Hall

View on SEC IAPD

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