Inactive

Jeffrey James Brownlee

Creative Planning

Overland Park, KS

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Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-06-13

CO RA
APPROVED

Since 2022-06-13

Branch Locations

8110 E Union Ave Suite 180, Denver, CO 80237 • United States

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

Denver, CO • 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
Creative Planning	Overland Park	KS	10/2018	Present
Flint Hills Resources	Wichita	KS	06/2014	10/2018

10/2018 → Present

Creative Planning

Overland Park, KS
06/2014 → 10/2018

Flint Hills Resources

Wichita, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-21

S65 Uniform Investment Adviser Law Examination

2018-12-21

Designations

Other Names

Jeff Brownlee

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS

ALPINE QUANTITATIVE MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

DREAM U.S. MANAGER LLC

KSL CAPITAL PARTNERS

CIBC PRIVATE WEALTH ADVISORS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO

Nicholas Dean Phillips

STEVEN SEARES MURRAY

ANGELA LEACH PIZZICHINI

TANISHA MARIE SIMON

BRET ALLEN ROBERTS

NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO

ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO

MORGAN STANLEY · Denver, CO

CETERA INVESTMENT ADVISERS LLC · DENVER, CO

DREAM U.S. MANAGER LLC · DENVER, CO

KSL CAPITAL PARTNERS · DENVER, CO

CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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