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Jacob Robert Waldenmeyer

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-07-02
  • KS RA
    APPROVED
    Since 2025-07-02

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Charles Schwab & Co., Inc. Leawood KS 06/2016 03/2024
Charles Schwab Bank Leawood KS 11/2017 03/2024
Gfp Private Wealth Cleveland OH 03/2024 06/2025
Creative Planning, Llc Overland Park KS 06/2025 Present
  • 06/2016 → 03/2024
    Charles Schwab & Co., Inc.
    Leawood, KS
  • 11/2017 → 03/2024
    Charles Schwab Bank
    Leawood, KS
  • 03/2024 → 06/2025
    Gfp Private Wealth
    Cleveland, OH
  • 06/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-17
  • S66 Uniform Combined State Law Examination
    2016-12-17
Designations
Other Names
  • Jake Robert Waldenmeyer

View on SEC IAPD

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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

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