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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-17 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratford Consulting, Llc | Addison | TX | 08/2015 | 02/2020 |
| Stratford Consulting Llc | Addison | TX | 04/2013 | 02/2020 |
| Creative Planning, Inc. | Overland Park | KS | 02/2020 | Present |
Independent Actor; Dallas, TX; not investment related; start date 2/24/23; 3 hours per month/0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-19 |
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