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James Russell Dyer

Creative Planning

Overland Park, KS

Chicago, IL

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-05
WI RA APPROVED 2026-01-05
  • IL RA
    APPROVED
    Since 2026-01-05
  • WI RA
    APPROVED
    Since 2026-01-05

Branch Locations

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

Chicago, IL • 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
Wipfli Financial Advisors, Llc Madison WI 02/2020 09/2022
University Of Wisconsin - Madison Madison WI 08/2018 02/2020
Whitefish Bay Middle/High School Whitefish Bay WI 08/2010 08/2018
Creative Planning, Llc Madison WI 10/2022 Present
  • 02/2020 → 09/2022
    Wipfli Financial Advisors, Llc
    Madison, WI
  • 08/2018 → 02/2020
    University Of Wisconsin - Madison
    Madison, WI
  • 08/2010 → 08/2018
    Whitefish Bay Middle/High School
    Whitefish Bay, WI
  • 10/2022 → Present
    Creative Planning, Llc
    Madison, WI
Previous Registrations
  • 2021-04-09 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Madison, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-05
  • S65 Uniform Investment Adviser Law Examination
    2021-04-05
Designations
Other Names
  • James Russell Dyer

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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