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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-19 |
Branch Locations
3800 American Boulevard West Suite 1000, Bloomington, MN 55431 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northrock Partners | Minneapolis | MN | 08/2020 | 08/2024 |
| Carlson Capital Management | Hastings | MN | 11/2016 | 05/2020 |
| Sps Commerce | Minneapolis | MN | 06/2015 | 11/2016 |
| Unemployed | St. Paul | MN | 05/2020 | 08/2020 |
| Creative Planning, Llc | Overland Park | KS | 08/2024 | Present |
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