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Kevin M Copley

Creative Planning

Overland Park, KS

Montgomery, OH

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-07
OH RA APPROVED 2014-03-27
  • TX RA
    APPROVED
    Since 2019-02-07
  • OH RA
    APPROVED
    Since 2014-03-27

Branch Locations

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

9340 Montgomery Rd. Suite 202, Montgomery, OH 45242 • 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
Creatve Planning Overland Park KS 03/2014 Present
  • 03/2014 → Present
    Creatve Planning
    Overland Park, KS
Previous Registrations
  • 2013-05-20 → 2014-03-13
    J.P. Morgan Securities Llc
    Cincinnati, OH
    Loveland, OH
  • 2006-10-19 → 2013-05-28
    Td Ameritrade, Inc.
    Nashville, TN
    Cincinnati, OH
  • 2006-10-19 → 2013-05-28
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
    Brentwood, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-13
S63 Uniform Securities Agent State Law Examination 2005-07-15
  • S66 Uniform Combined State Law Examination
    2006-10-13
  • S63 Uniform Securities Agent State Law Examination
    2005-07-15
Designations

View on SEC IAPD

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MARINER INDEPENDENT
MARINER WEALTH
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PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

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ALANA DENNEY SCOTT
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MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

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

More in Overland Park, KS

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