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Elizabeth Ann Kocour

Creative Planning

Overland Park, KS

Brookfield, WI

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Current Employers
Creative Planning

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

Current Registrations

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

Branch Locations

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

17775 W Bluemound Rd, Brookfield, WI 53045 • 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, Llc Milwaukee WI 05/2019 10/2021
Wipfli Financial Advisors, Llc Milwaukee WI 01/2018 05/2019
Grainger Institute For Engineering Madison WI 06/2017 09/2017
Student Veterans Of America Madison WI 05/2017 12/2017
University Of Wisconsin - Madison Madison WI 08/2015 05/2019
Wipfli Financial Advisors, Llc Milwaukee WI 10/2021 Present
  • 05/2019 → 10/2021
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
  • 01/2018 → 05/2019
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
  • 06/2017 → 09/2017
    Grainger Institute For Engineering
    Madison, WI
  • 05/2017 → 12/2017
    Student Veterans Of America
    Madison, WI
  • 08/2015 → 05/2019
    University Of Wisconsin - Madison
    Madison, WI
  • 10/2021 → Present
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
Previous Registrations
  • 2019-07-26 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-26
  • S65 Uniform Investment Adviser Law Examination
    2019-07-26
Designations
Other Names
  • Betsy Ann Kocour

View on SEC IAPD

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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

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