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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-03-13
  • KS RA
    APPROVED
    Since 2021-03-13

Branch Locations

5400 W 110Th St., Overland Park, KS 66211 • United States

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
Maize Usd 266 Maize KS 05/2014 07/2017
The Bromley Companies Lawrence KS 08/2017 05/2019
University Of Kansas Lawrence KS 06/2018 05/2020
The University Of Kansas School Of Business Lawrence KS 08/2019 05/2020
Creative Planning, Inc. Overland Park KS 06/2020 Present
  • 05/2014 → 07/2017
    Maize Usd 266
    Maize, KS
  • 08/2017 → 05/2019
    The Bromley Companies
    Lawrence, KS
  • 06/2018 → 05/2020
    University Of Kansas
    Lawrence, KS
  • 08/2019 → 05/2020
    The University Of Kansas School Of Business
    Lawrence, KS
  • 06/2020 → Present
    Creative Planning, Inc.
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-13
  • S65 Uniform Investment Adviser Law Examination
    2021-03-13

View on SEC IAPD

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