Best Investors Account Sign in
Inactive

Jamie H. Baccus

Creative Planning

Overland Park, KS

Memphis, TN

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-21
  • TN RA
    APPROVED
    Since 2026-01-21

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

700 Colonial Rd. Ste 120, Memphis, TN 38117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Telarray, Llc Memphis TN 07/2021 02/2023
Green Square Capital Advisors, Llc Memphis TN 08/2017 06/2021
White Bison Capital, Llc Boulder CO 08/2015 07/2017
Creative Planning, Llc Memphis TN 03/2023 Present
  • 07/2021 → 02/2023
    Telarray, Llc
    Memphis, TN
  • 08/2017 → 06/2021
    Green Square Capital Advisors, Llc
    Memphis, TN
  • 08/2015 → 07/2017
    White Bison Capital, Llc
    Boulder, CO
  • 03/2023 → Present
    Creative Planning, Llc
    Memphis, TN
Previous Registrations
  • 2022-05-27 → 2023-03-09
    Telarray, Llc
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-26
  • S65 Uniform Investment Adviser Law Examination
    2022-05-26

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor