Andrew Joseph Keating

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 10/2022
  Plaza One Realty
  Baldwin City, KS
• 08/2015 → 08/2019
  University Of Kansas
  Lawrence, KS
• 05/2018 → 08/2018
  Flint Hills Resources
  Wichita, KS
• 01/2015 → 01/2018
  Overland Corporation
  Lawrence, KS
• 05/2019 → Present
  Keating Properties
  Lawrence, KS
• 06/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2023 → 09/2023
  Realty One Group
  Overland Park, KS
• 09/2023 → Present
  Platinum Realty
  Olathe, KS

Other Businesses

Platinum Reality; Olathe, KS; not investment related; Real Estate Agent; start 9.11.23; 5 hours per month/0 hours during trading Keating Properties; Lawrence, KS; not investment related; Owner of rental property; start 5.1.19; 5 hours per month/0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-22