Best Investors Account Sign in
Inactive

Mitchell James Fisher

Creative Planning

Overland Park, KS

CRD 7409480

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
KS RA APPROVED 2021-10-18
  • KS RA
    APPROVED
    Since 2021-10-18

Branch Locations

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
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
  • 06/2020 → 08/2020
    Fci Advisors
    Overland Park, KS
  • 08/2017 → 05/2021
    University Of Missouri
    Columbia, MO
  • 05/2019 → 07/2019
    Brookridge Golf & Fitness
    Overland Park, KS
  • 05/2018 → 07/2018
    Brookridge Golf & Fitness
    Overland Park, KS
  • 05/2017 → 08/2017
    Jack Stack Bbq
    Kansas City, MO
  • 08/2013 → 05/2017
    Blue Valley North High School
    Overland Park, KS
  • 07/2017 → 03/2021
    Postmates
    Kansas City, KS
  • 06/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-28
  • S65 Uniform Investment Adviser Law Examination
    2021-09-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

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