Inactive

Carson Michael Schram

Creative Planning

Overland Park, KS

CRD 6987430

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

Authority	Category	Status	Date
SC	RA	APPROVED	2024-10-03
KS	RA	APPROVED	2019-02-08

SC RA
APPROVED

Since 2024-10-03
KS RA
APPROVED

Since 2019-02-08

Branch Locations

Charleston, SC • 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

Organization	City	State	From	To
Oklahoma State University	Stillwater	OK	08/2016	05/2018
Oklahoma State University	Stillwater	OK	07/2014	05/2018
Creative Planning	Overland Park	KS	06/2018	Present

08/2016 → 05/2018

Oklahoma State University

Stillwater, OK
07/2014 → 05/2018

Oklahoma State University

Stillwater, OK
06/2018 → Present

Creative Planning

Overland Park, KS

Other Businesses

Rental Property; Kansas City, MO; is investment related; Manage rental property; start date 8.18.22; 5 hours per month/0 hours during trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-02-08

S65 Uniform Investment Adviser Law Examination

2019-02-08

View on SEC IAPD

More in Charleston, SC

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor