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Mick Anthony Keeven

Creative Planning

Wentzville, MO

Overland Park, KS

CRD 7280175

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-10-01
  • MO RA
    APPROVED
    Since 2021-10-01

Branch Locations

Wentzville, MO • 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
Axius Financial St. Charles MO 07/2017 12/2018
Fisher Investments Plano TX 02/2018 06/2020
University Of Missouri - Columbia Columbia MO 08/2014 08/2017
Creative Planning, Inc. Overland Park KS 07/2020 Present
  • 07/2017 → 12/2018
    Axius Financial
    St. Charles, MO
  • 02/2018 → 06/2020
    Fisher Investments
    Plano, TX
  • 08/2014 → 08/2017
    University Of Missouri - Columbia
    Columbia, MO
  • 07/2020 → Present
    Creative Planning, Inc.
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-07
  • S65 Uniform Investment Adviser Law Examination
    2021-03-07

View on SEC IAPD

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