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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 |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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