Joshua Noland

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

• 02/2019 → 06/2023
  Edward Jones
  St Louis, MO
• 11/2018 → 01/2019
  Uber
  Roeland Park, KS
• 11/2018 → 01/2019
  Lyft
  Roeland Park, KS
• 05/2015 → 10/2018
  Tamko Building Products
  Roeland Park, KS
• 07/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-04-09 → 2023-06-19
  Edward Jones
  Roeland Park, KS
  St Louis, MO
  Overland Park, KS
  Prairie Village, KS
  Roeland Park, KS
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Other Names

• Joshua A Noland
• Joshua Alexander Noland