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Hanna Grace Kennedy

Creative Planning

Overland Park, KS

San Diego, CA

San Diego, CA

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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 2022-01-04
  • TX RA
    APPROVED
    Since 2023-08-29
  • CA RA
    APPROVED
    Since 2022-01-04

Branch Locations

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

San Diego, CA • United States

3111 Camino Del Rio North Suite 300, San Diego, CA 92108 • 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
Reilly Finanical Advisors, Llc La Mesa CA 07/2019 08/2021
Burger Lounge Restaurants San Diego CA 05/2012 07/2019
County Of San Diego San Diego CA 06/2016 11/2017
Reilly Financial Adviosrs, Llc La Mesa CA 08/2021 12/2021
Creative Planning, Llc La Mesa CA 12/2021 Present
  • 07/2019 → 08/2021
    Reilly Finanical Advisors, Llc
    La Mesa, CA
  • 05/2012 → 07/2019
    Burger Lounge Restaurants
    San Diego, CA
  • 06/2016 → 11/2017
    County Of San Diego
    San Diego, CA
  • 08/2021 → 12/2021
    Reilly Financial Adviosrs, Llc
    La Mesa, CA
  • 12/2021 → Present
    Creative Planning, Llc
    La Mesa, CA
Previous Registrations
  • 2020-06-03 → 2022-01-03
    Reilly Financial Advisors
    La Mesa, CA
Other Businesses

Rental property; Orient, OH; Joint Owner; start date 3/1/21; 2 hours per month/0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-03
  • S65 Uniform Investment Adviser Law Examination
    2020-06-03
Designations

View on SEC IAPD

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DEANN MICHELE ELMORE
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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

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