Sean Troupe

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

• 08/2012 → 05/2017
  Student
  Rolla, MO
• 06/2017 → 10/2020
  Burns And Mcdonnell
  Kansas City, MO
• 11/2020 → 03/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2020 → 03/2021
  Northwestern Mutual Investment Services Llc
  Olathe, KS
• 05/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Other Businesses

Crystal Start, LLC; Kansas City, KS; Not investment related; Owner of rental property; start 10/2020; 3 hours per month/0 hours during trading; duties=rental collection & maintenance calls.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-03

Other Names

• Sean Troupe