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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-11 |
| MN | RA | APPROVED | 2014-02-24 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3800 American Boulevard West Suite 1000, Bloomington, MN 55431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Bloominton | MN | 02/2014 | Present |
1.) TGB PROPERTIES, LLC: MINNEAPOLIS, MN. NOT INVESTMENT-RELATED, REAL ESTATE, OWNER, STARTED 09/2013, APPROXIMATE HOURS DURING THE MONTH: 2, ZERO HOURS DURING SECURITIES TRADE HOURS, MANAGING RENTAL TOWNHOME. 2.)ZTH PROPERTIES, LLC: MINNEAPOLIS, MN. NOT INVESTMENT-RELATED, RESIDENTIAL RENTAL PROPERTY, PRESIDENT, STARTED 05/2016, APPROXIMATE NUMBER OF HOURS PER MONTH: 3, ZERO HOURS DURING SECURITIES TRADING HOURS, LEASING PROPERTY MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-05 |
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
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