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Kent Richard Anderson

Creative Planning

Bismarck, ND

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2022-03-28
  • ND RA
    APPROVED
    Since 2022-03-28

Branch Locations

4228 Boulder Ridge Road, Suite 5, Bismarck, ND 58503 • 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
Girl Scouts Bismarck ND 11/2017 11/2019
Keystone Wealth Management Bismarck ND 11/2019 03/2022
American Cancer Society Mandan ND 09/2014 11/2017
Creative Planning, Llc Bismarck ND 03/2022 Present
  • 11/2017 → 11/2019
    Girl Scouts
    Bismarck, ND
  • 11/2019 → 03/2022
    Keystone Wealth Management
    Bismarck, ND
  • 09/2014 → 11/2017
    American Cancer Society
    Mandan, ND
  • 03/2022 → Present
    Creative Planning, Llc
    Bismarck, ND
Previous Registrations
  • 2020-01-16 → 2022-06-29
    Keystone Wealth Partners Llc
    Bismarck, ND
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-18
  • S65 Uniform Investment Adviser Law Examination
    2019-12-18

View on SEC IAPD

Other Firms

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OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PRINCIPAL SECURITIES, INC.

Other Investors

Trevor Thomas Leidy
TIFFANY INT VELDT
JERROLD JEROME DOCKTER
Shane Asbury
JEFFREY LEE JAPEL
Dominic Hrichena
Brennen Rossman
JAMIE LEE BINSTOCK

Other Offices

DAKOTA WEALTH ADVISORS LLC · BISMARCK, ND
OSAIC WEALTH, INC. · BISMARCK, ND
EAGLE STRATEGIES LLC · BISMARCK, ND
STATE FARM INVESTMENT MANAGEMENT CORP. · Bismarck, ND
LPL FINANCIAL LLC · BISMARCK, ND
LPL FINANCIAL LLC · BISMARCK, ND
LPL FINANCIAL LLC · BISMARCK, ND
EDWARD JONES · BISMARCK, ND

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