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Jonae Daniels

Creative Planning

Kansas City, MO

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-04-18
  • KS RA
    APPROVED
    Since 2023-04-18

Branch Locations

Kansas City, 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
Onedigital Investment Advisors, Llc Overland Park KS 03/2021 04/2023
City Of Kansas City Missouri Kansas City MO 12/2018 03/2021
Academie Lafayette Kansas City MO 03/2016 12/2018
Kelly Services Kansas City MO 03/2016 12/2018
Umb Bank Kansas City MO 09/2018 10/2018
Creative Planning, Llc Overland Park KS 04/2023 Present
  • 03/2021 → 04/2023
    Onedigital Investment Advisors, Llc
    Overland Park, KS
  • 12/2018 → 03/2021
    City Of Kansas City Missouri
    Kansas City, MO
  • 03/2016 → 12/2018
    Academie Lafayette
    Kansas City, MO
  • 03/2016 → 12/2018
    Kelly Services
    Kansas City, MO
  • 09/2018 → 10/2018
    Umb Bank
    Kansas City, MO
  • 04/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2023-01-13 → 2023-04-07
    Onedigital
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-17
  • S65 Uniform Investment Adviser Law Examination
    2022-12-17

View on SEC IAPD

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