Best Investors Account Sign in
Inactive

Yulia Petrovsky

Creative Planning

Overland Park, KS

Greenbrae, CA

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-12
  • CA RA
    APPROVED
    Since 2024-08-12

Branch Locations

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

Greenbrae, CA • 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
Bregante And Company San Francisco CA 01/2010 02/2020
Modern Financial Planning, Llc Oakland CA 12/2020 06/2024
Unemployed San Francisco CA 03/2020 11/2020
Creative Planning, Llc Overland Park KS 08/2024 Present
  • 01/2010 → 02/2020
    Bregante And Company
    San Francisco, CA
  • 12/2020 → 06/2024
    Modern Financial Planning, Llc
    Oakland, CA
  • 03/2020 → 11/2020
    Unemployed
    San Francisco, CA
  • 08/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Designations
Other Names
  • Yulia Petrovskaya

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

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

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor