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Kaitlin Lee Barnes

Creative Planning

Dallas, TX

Amarillo, TX

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-07
  • TX RA
    APPROVED
    Since 2024-02-07

Branch Locations

5949 Sherry Lane, Suite 900, Dallas, TX 75225 • United States

Amarillo, TX • 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
Edward Jones St Louis MO 07/2019 01/2020
University Of Arkansas Recreation Fayetteville AR 10/2017 05/2019
Kohl'S Rogers AR 06/2019 08/2019
University Of Arkansas Fayetteville AR 08/2015 05/2019
Fisher Investments Plano TX 04/2020 02/2024
Creative Planning, Llc Dallas TX 02/2024 Present
  • 07/2019 → 01/2020
    Edward Jones
    St Louis, MO
  • 10/2017 → 05/2019
    University Of Arkansas Recreation
    Fayetteville, AR
  • 06/2019 → 08/2019
    Kohl'S
    Rogers, AR
  • 08/2015 → 05/2019
    University Of Arkansas
    Fayetteville, AR
  • 04/2020 → 02/2024
    Fisher Investments
    Plano, TX
  • 02/2024 → Present
    Creative Planning, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-29
  • S65 Uniform Investment Adviser Law Examination
    2020-07-29
Other Names
  • Kati Goen
  • Kaitlin Lee Goen
  • Kati Barnes

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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