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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-10-18 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fci Advisors | Overland Park | KS | 06/2020 | 08/2020 |
| University Of Missouri | Columbia | MO | 08/2017 | 05/2021 |
| Brookridge Golf & Fitness | Overland Park | KS | 05/2019 | 07/2019 |
| Brookridge Golf & Fitness | Overland Park | KS | 05/2018 | 07/2018 |
| Jack Stack Bbq | Kansas City | MO | 05/2017 | 08/2017 |
| Blue Valley North High School | Overland Park | KS | 08/2013 | 05/2017 |
| Postmates | Kansas City | KS | 07/2017 | 03/2021 |
| Creative Planning, Llc | Overland Park | KS | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-28 |
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