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Margaret Ann Fitzgerald

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 2021-11-19
  • KS RA
    APPROVED
    Since 2021-11-19

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
Waddell & Reed Overland Park KS 06/2020 04/2021
G.L. Huyett Minneapolis KS 08/2019 06/2020
Yrc Freight Overland Park KS 05/2019 07/2019
Ferrell Capital Leawood KS 05/2018 08/2018
Kansas State Housing And Dining Manhattan KS 08/2017 05/2018
Blue Chip Cookies Leawood KS 05/2014 12/2018
Kansas State University Manhattan KS 08/2016 05/2020
Creative Planning, Llc Overland Park KS 05/2021 Present
  • 06/2020 → 04/2021
    Waddell & Reed
    Overland Park, KS
  • 08/2019 → 06/2020
    G.L. Huyett
    Minneapolis, KS
  • 05/2019 → 07/2019
    Yrc Freight
    Overland Park, KS
  • 05/2018 → 08/2018
    Ferrell Capital
    Leawood, KS
  • 08/2017 → 05/2018
    Kansas State Housing And Dining
    Manhattan, KS
  • 05/2014 → 12/2018
    Blue Chip Cookies
    Leawood, KS
  • 08/2016 → 05/2020
    Kansas State University
    Manhattan, KS
  • 05/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19
Designations

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

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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

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