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Inactive

Kyle Ambrose Griffith

Creative Planning

Chicago, IL

Overland Park, KS

Chicago, IL

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-10-04
  • IL RA
    APPROVED
    Since 2022-10-04

Branch Locations

Chicago, IL • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

1 N Upper Wacker Dr. Suite 1700, Chicago, IL 60606 • 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
Wipfli Financial Advisors Chicago IL 01/2018 09/2018
The University Club Madison WI 08/2016 12/2017
The Mather Group Chicago IL 05/2017 08/2017
Wipfli Financial Advisors Chicago IL 09/2018 03/2020
Wipfli Financial Advisors, Llc Chicago IL 04/2020 09/2022
Creative Planning, Llc Chicago IL 10/2022 Present
  • 01/2018 → 09/2018
    Wipfli Financial Advisors
    Chicago, IL
  • 08/2016 → 12/2017
    The University Club
    Madison, WI
  • 05/2017 → 08/2017
    The Mather Group
    Chicago, IL
  • 09/2018 → 03/2020
    Wipfli Financial Advisors
    Chicago, IL
  • 04/2020 → 09/2022
    Wipfli Financial Advisors, Llc
    Chicago, IL
  • 10/2022 → Present
    Creative Planning, Llc
    Chicago, IL
Previous Registrations
  • 2018-09-24 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Palantine, IL
    Milwaukee, WI
    Lincolnshire, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-09
  • S65 Uniform Investment Adviser Law Examination
    2018-07-09
Designations

View on SEC IAPD

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