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CRD 6623048
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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 N Waker Dr Suite 1700, Chicago, IL 60606 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
| IL | RA | APPROVED | 2025-08-14 |
| IA | RA | APPROVED | 2025-08-14 |
| MO | RA | APPROVED | 2025-08-14 |
| NY | RA | APPROVED | 2025-08-14 |
| WI | RA | APPROVED | 2025-08-14 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
1 N Wacker Drive Suite 1700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Strategies Investment Group | Oakbrook Terrace | IL | 06/2010 | 07/2025 |
| Capital Strategies Investment Group | Oakbrook Terrace | IL | 05/2019 | 07/2025 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 08/2025 | Present |
| Creative Planning, Llc | Chicago | IL | 02/2026 | Present |
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