Collin James Sechrist

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 04/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 03/2017 → 07/2020
  Union Bank & Trust Company
  Bonner Springs, KS
• 08/2010 → 12/2020
  Student
  Bonner Springs, KS
• 09/2015 → Present
  Army Reserves
  Independence, MO
• 03/2021 → 06/2021
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 06/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Other Businesses

1) 09/2015-PRESENT; UNITED STATES ARMY RESERVE; INDEPENDENCE, MO; POSITION: BRIGADE PARALEGAL; NOT INVESTMENT RELATED: 30 HRS/MO; 0 SECURITIES TRADING HRS/MO 2) SKWC rentals; Raleigh, NC; not investment related; 25% owner; start date 6.13.23; 8 hours per month/0 during trading; nature of the business buy rental property and rent out. 3) Shot4Shot Bartending; Shawnee, KS; not investment related; nature of business - event bartending business; position-50% owner; start date 11.5.23; 20 hours per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-16