Margaret Ann Haake

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 02/2025
  Rbc Capital Markets, Llc
  Leawood, KS
• 10/2017 → 04/2021
  Lockton Companies
  Kansas City, MO
• 07/2016 → 08/2017
  Meadowbrook Elementary
  Gladstone, MO
• 03/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-01-11 → 2025-03-21
  Rbc Capital Markets, Llc
  Leawood, KS

Exams

• S66 Uniform Combined State Law Examination
  2022-01-08