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3013 Main Street, Kansas City, MO 64108-3323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-17 |
Branch Locations
3013 Main Street, Kansas City, MO 64108-3323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Leawood | KS | 11/2014 | 05/2021 |
| Creative Planning | Leawood | KS | 04/2017 | 05/2021 |
| Financial Designs, Inc. | Overland Park | KS | 07/2021 | 05/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | 05/2024 |
| Buttonwood Financial Group, Llc | Kansas City | MO | 06/2024 | Present |
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