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Macord Henri Foran

Creative Planning

Overland Park, KS

Boca Raton, FL

CRD 7321816

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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
FL RA APPROVED 2026-05-12
  • FL RA
    APPROVED
    Since 2026-05-12

Branch Locations

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

2255 Glades Rd, Suite 330W, Boca Raton, FL 33431 • 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
The Vanguard Group, Inc. Scottsdale AZ 07/2021 10/2021
Mckenney Aviation Fort Lauderdale FL 03/2021 07/2021
Unemployed Pearland TX 08/2020 03/2021
Sam Houston State University Huntsville TX 08/2016 08/2020
Cetera Investment Services Houston TX 06/2019 08/2019
Ravens Nest Golf Course Huntsville TX 12/2018 04/2019
Wells Fargo Advisors Financial Network, Llc Fort Lauderdale FL 10/2021 12/2023
Thurston Springer Financial Indianapolis IN 12/2023 12/2025
Entrewealth Entrewealth, Llc FL 01/2026 02/2026
Creative Planning, Llc Boca Raton FL 04/2026 Present
  • 07/2021 → 10/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2021 → 07/2021
    Mckenney Aviation
    Fort Lauderdale, FL
  • 08/2020 → 03/2021
    Unemployed
    Pearland, TX
  • 08/2016 → 08/2020
    Sam Houston State University
    Huntsville, TX
  • 06/2019 → 08/2019
    Cetera Investment Services
    Houston, TX
  • 12/2018 → 04/2019
    Ravens Nest Golf Course
    Huntsville, TX
  • 10/2021 → 12/2023
    Fort Lauderdale, FL
  • 12/2023 → 12/2025
    Thurston Springer Financial
    Indianapolis, IN
  • 01/2026 → 02/2026
    Entrewealth, Llc, FL
  • 04/2026 → Present
    Creative Planning, Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2022-01-10
Other Names
  • Macord Henri Foran
  • Macord Foran

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