Inactive

Jay M Beebe

Creative Planning

Overland Park, KS

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Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-02-07
KS	RA	APPROVED	2013-07-23

TX RA
APPROVED

Since 2019-02-07
KS RA
APPROVED

Since 2013-07-23

Branch Locations

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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	07/2013	Present

07/2013 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2011-05-17 → 2013-08-15

Bcwm

Overland Park, KS
2005-08-01 → 2007-09-10

Ameriprise Advisor Services, Inc.

Overland Park, KS

Overland Park, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-29

S66 Uniform Combined State Law Examination

2005-07-29

Designations

View on SEC IAPD

Other Firms

MARINER INDEPENDENT

PCG WEALTH MANAGEMENT

MARINER ADVISOR NETWORK

ASPEN PRIVATE CREDIT MANAGER, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

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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