Emily Kate Minick

$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
NJ	RA	APPROVED	2026-08-04
MD	RA	APPROVED	2025-05-08

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Leawood	KS	06/2018	12/2022
Boston Financial Data Services (Dst)	Lawrence	KS	10/2016	04/2018
University Of Kansas	Lawrence	KS	08/2014	10/2016
Bank Of America, N.A.	Leawood	KS	09/2018	12/2022
Creative Planning, Llc	Overland Park	KS	01/2023	Present

06/2018 → 12/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Leawood, KS
10/2016 → 04/2018

Boston Financial Data Services (Dst)

Lawrence, KS
08/2014 → 10/2016

University Of Kansas

Lawrence, KS
09/2018 → 12/2022

Bank Of America, N.A.

Leawood, KS
01/2023 → Present

Creative Planning, Llc

Overland Park, KS

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-25