Jennifer Sue Henry

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

• 01/2016 → 08/2019
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 09/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS
• 08/2019 → 09/2020
  Homemaker
  Prairie Village, KS

Previous Registrations

• 2016-03-03 → 2019-08-07
  Stepp & Rothwell Inc
  Overland Park, KS

Designations

• Certified Financial Planner

Other Names

• Jennifer Sue Lueger