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Neil Anthony Davies

Creative Planning

Overland Park, KS

Oak Brook, IL

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-17
  • IL RA
    APPROVED
    Since 2026-02-17

Branch Locations

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

1515 W. 22Nd Street Suite 850W, Oak Brook, IL 60523 • 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
Capital Strategies Investment Group Oakbrook Terrace IL 01/2025 12/2025
Capital Strategies Investment Group Oakbrook Terrace IL 04/2011 12/2016
Capital Strategies Investment Group Oakbrook Terrace IL 01/2017 12/2020
Capital Strategies Investment Group Oakbrook Terrace IL 12/2020 12/2024
Creative Planning, Llc Oak Brook IL 12/2025 Present
  • 01/2025 → 12/2025
    Capital Strategies Investment Group
    Oakbrook Terrace, IL
  • 04/2011 → 12/2016
    Capital Strategies Investment Group
    Oakbrook Terrace, IL
  • 01/2017 → 12/2020
    Capital Strategies Investment Group
    Oakbrook Terrace, IL
  • 12/2020 → 12/2024
    Capital Strategies Investment Group
    Oakbrook Terrace, IL
  • 12/2025 → Present
    Creative Planning, Llc
    Oak Brook, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-10
S66 Uniform Combined State Law Examination 2005-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-02-10
  • S66 Uniform Combined State Law Examination
    2005-03-03
Other Names
  • Neil A. Davies

View on SEC IAPD

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