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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
| MI | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Caledonia, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | CA | 08/2015 | 01/2019 |
| Bank Of America, N.A. | Carmel | CA | 12/2016 | 01/2019 |
| Monterey Private Wealth | Monterey | CA | 01/2019 | 03/2025 |
| Creative Planning, Llc | Overland Park | KS | 04/2025 | Present |
I*108832 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KZ RENTALS LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: GRANDVILLE, MICHIGAN 49418 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/2/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A SMALL RENTAL LLC WITH FAMILY MEMBERS. CURRENTLY WE HAVE 4 PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-02 |
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