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James Mantosh

Creative Planning

Overland Park, KS

Irvine, CA

CRD 6641623

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
CA RA APPROVED 2017-09-15
  • TX RA
    APPROVED
    Since 2023-08-29
  • CA RA
    APPROVED
    Since 2017-09-15

Branch Locations

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

1 Park Plaza Suite 700, Irvine, CA 92614 • 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
Syverson Strege - Vbhc West Des Moines IA 06/2014 09/2017
Creative Planning Irvine CA 09/2017 Present
  • 06/2014 → 09/2017
    Syverson Strege - Vbhc
    West Des Moines, IA
  • 09/2017 → Present
    Creative Planning
    Irvine, CA
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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