Best Investors Account Sign in
Inactive

Ellen Cassin

Creative Planning

Overland Park, KS

Oak Brook, IL

CRD 7372474

Claim This Profile
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

AuthorityCategoryStatusDate
IL RA APPROVED 2022-02-07
  • IL RA
    APPROVED
    Since 2022-02-07

Branch Locations

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

1515 W 22Nd St. Suite 850, Oak Brook, IL 60523 • 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
Creative Planning, Llc Oak Brook IL 10/2021 Present
Dashboard Wealth Advisors Oak Brook IL 05/2021 10/2021
Heinz & Associates Clarendon Hills IL 03/2015 04/2021
  • 10/2021 → Present
    Creative Planning, Llc
    Oak Brook, IL
  • 05/2021 → 10/2021
    Dashboard Wealth Advisors
    Oak Brook, IL
  • 03/2015 → 04/2021
    Heinz & Associates
    Clarendon Hills, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-07
  • S65 Uniform Investment Adviser Law Examination
    2022-02-07
Other Names
  • Ellen Hoeffel

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor