Best Investors Account Sign in
Inactive

Mason Kenneth Schoen

Creative Planning

Addison, TX

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-26
  • TX RA
    APPROVED
    Since 2025-08-26

Branch Locations

15303 Dallas Parkway, Tower Ii, Suite 460, Addison, TX 75001 • 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
OrganizationCityStateFromTo
Clemson University Athletics Clemson SC 07/2018 05/2019
Kansas State University Athletics Manhattan KS 06/2019 05/2020
Kansas State University Manhattan KS 09/2013 05/2018
Creative Planning, Llc Overland Park KS 06/2021 Present
Kansas State University Athletics Manhattan KS 06/2020 06/2021
  • 07/2018 → 05/2019
    Clemson University Athletics
    Clemson, SC
  • 06/2019 → 05/2020
    Kansas State University Athletics
    Manhattan, KS
  • 09/2013 → 05/2018
    Kansas State University
    Manhattan, KS
  • 06/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 06/2020 → 06/2021
    Kansas State University Athletics
    Manhattan, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations

View on SEC IAPD

Other Firms

GENEOS WEALTH MANAGEMENT, INC.
BLUE SKY ASSET MANAGEMENT, LLC
CWM, LLC
INTEGRATED WEALTH CONCEPTS LLC
EDELMAN FINANCIAL ENGINES
A & I WEALTH MANAGEMENT
RFG ADVISORY, LLC
BOULDER ASSET MANAGEMENT

Other Investors

PAMALA ANN REICHERT
TONY GENE GRIEPENTROG
RYAN ALLEN HOBBS
RYAN WESLEY DIACHOK
GEORGE RICHARD TRUITT
WESLEY LEE STRODE
KRISTIN JANINE SESKO
DEAN ALLEN RAGER

Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
CWM, LLC · Engelwood, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO, CO

More in Addison, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor