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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Capital Management | Rockford | IL | 01/2017 | 05/2019 |
| Savant Capital Management | Rockford | IL | 05/2019 | 08/2019 |
| Tyler's Landscaping | Rockford | IL | 08/2015 | 01/2017 |
| Savant Capital Management | Rockford | IL | 08/2019 | 06/2020 |
| Creative Planning, Inc. | Overland Park | KS | 06/2020 | Present |
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