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Abigail Morrow

Creative Planning

Overland Park, KS

Overland Park, KS

Kansas City, MO

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-07-27
MO RA APPROVED 2021-12-17
TX RA APPROVED 2021-12-17
  • KS RA
    APPROVED
    Since 2022-07-27
  • MO RA
    APPROVED
    Since 2021-12-17
  • TX RA
    APPROVED
    Since 2021-12-17

Branch Locations

5400 W 110Th St., Overland Park, KS 66211 • United States

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

Kansas City, MO • 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
Lockton Investment Securities, Llc Kansas City MO 06/2019 12/2021
Lockton Companies Llc Kansas City MO 06/2019 12/2021
Unemloyed Overland Park KS 05/2019 06/2019
Midland Loan Services Overland Park KS 05/2018 08/2018
University Of Kansas Lawrence KS 08/2008 05/2019
Lockton Investment Advisors Llc Kansas City MO 02/2021 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 06/2019 → 12/2021
    Lockton Investment Securities, Llc
    Kansas City, MO
  • 06/2019 → 12/2021
    Lockton Companies Llc
    Kansas City, MO
  • 05/2019 → 06/2019
    Unemloyed
    Overland Park, KS
  • 05/2018 → 08/2018
    Midland Loan Services
    Overland Park, KS
  • 08/2008 → 05/2019
    University Of Kansas
    Lawrence, KS
  • 02/2021 → 12/2021
    Lockton Investment Advisors Llc
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-28
S65 Uniform Investment Adviser Law Examination 2021-03-10
  • S63 Uniform Securities Agent State Law Examination
    2021-04-28
  • S65 Uniform Investment Adviser Law Examination
    2021-03-10

View on SEC IAPD

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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

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