Inactive

John Christopher Lame, Jr.

Creative Planning

Overland Park, KS

CRD 7088427

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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
TX	RA	APPROVED	2021-12-13
OH	RA	APPROVED	2020-08-25

TX RA
APPROVED

Since 2021-12-13
OH RA
APPROVED

Since 2020-08-25

Branch Locations

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

9340 Montgomery Rd. Suite 202, Montgomery, OH 45242 • 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
Lenox Wealth Management	Cincinnati	OH	06/2014	07/2020
Creative Planning, Inc.	Overland Park	KS	07/2020	Present

06/2014 → 07/2020

Lenox Wealth Management

Cincinnati, OH
07/2020 → Present

Creative Planning, Inc.

Overland Park, KS

Previous Registrations

2019-03-22 → 2020-08-20

Lenox Wealth Management, Inc.

Cincinnati, OH

Designations

Certified Financial Planner

View on SEC IAPD

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