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Nicole Marie Dahmer

Creative Planning

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-09-30
  • KS RA
    APPROVED
    Since 2023-09-30

Branch Locations

5400 W. 110Th Street, Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Mid-America Nazarene University Olathe KS 08/2017 05/2019
Amanda Folley Blue Springs MO 05/2017 05/2019
Longview Community College Lee's Summit MO 08/2014 05/2017
New York Life Insurance Co. Overland Park KS 03/2019 02/2021
Nylife Securities Llc Overland Park KS 10/2019 02/2021
Creative Planning, Llc Overland Park KS 03/2021 Present
  • 08/2017 → 05/2019
    Mid-America Nazarene University
    Olathe, KS
  • 05/2017 → 05/2019
    Amanda Folley
    Blue Springs, MO
  • 08/2014 → 05/2017
    Longview Community College
    Lee's Summit, MO
  • 03/2019 → 02/2021
    New York Life Insurance Co.
    Overland Park, KS
  • 10/2019 → 02/2021
    Nylife Securities Llc
    Overland Park, KS
  • 03/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-30
S63 Uniform Securities Agent State Law Examination 2019-12-16
  • S65 Uniform Investment Adviser Law Examination
    2023-09-30
  • S63 Uniform Securities Agent State Law Examination
    2019-12-16
Other Names
  • Nicole Marie Forsberg

View on SEC IAPD

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ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

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