Kelli Ann Rawley

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 11/2019 → 01/2022
  Waddell & Reed, Inc.
  Shawnee, KS
• 07/2017 → 10/2019
  Pulse Systems, Inc.
  Kansas City, MO
• 04/2017 → 07/2017
  Homemaker
  Overland Park, KS
• 07/2016 → 04/2017
  The Roasterie
  Kansas City, MO

Other Businesses

KJR Financial, LLC; Overland Park, KS; real estate investment; Owner; start date 3.25.21; 1 hour per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-27

Designations

• Certified Financial Planner

Other Names

• Kelli Vanderwell