John J Kang

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2009-11-30 → 2014-02-03
  Strategic Advisers Llc
  New York, NY
  Santa Monica, CA
• 2005-07-20 → 2009-07-06
  Strategic Advisers Llc
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-20
• S63 Uniform Securities Agent State Law Examination
  1998-11-16

Designations

• Certified Financial Planner

Other Names

• Joon Kang