Logan Lea

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

Authority	Category	Status	Date
KS	RA	APPROVED	2021-03-17

KS RA
APPROVED

Since 2021-03-17

Branch Locations

Olathe, KS • 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

Organization	City	State	From	To
Heartland Soccer Association	Overland Park	KS	03/2009	01/2018
City Of Olathe	Olathe	KS	05/2017	08/2017
Mariner Wealth Advisors	Overland Park	KS	05/2018	08/2018
Aspyre Wealth Partners	Overland Park	KS	03/2019	03/2021
Creative Planning, Llc	Overland Park	KS	03/2021	Present
Johnson County Community College	Overland Park	KS	08/2015	12/2016
Kansas State University	Manhattan	KS	01/2017	05/2019

03/2009 → 01/2018

Heartland Soccer Association

Overland Park, KS
05/2017 → 08/2017

City Of Olathe

Olathe, KS
05/2018 → 08/2018

Mariner Wealth Advisors

Overland Park, KS
03/2019 → 03/2021

Aspyre Wealth Partners

Overland Park, KS
03/2021 → Present

Creative Planning, Llc

Overland Park, KS
08/2015 → 12/2016

Johnson County Community College

Overland Park, KS
01/2017 → 05/2019

Kansas State University

Manhattan, KS

Other Businesses

Calendar Design; Not investment related; Gardner, KS; Online calendar sales; Sole Proprietorship; Start 10/2024; 0 Hours/month; 0 Hours/month during trading hours; Sole Proprietor

Designations

Certified Financial Planner

View on SEC IAPD