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Kaleb Michael Langsdorf

Creative Planning

Overland Park, KS

CRD 7993225

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-05
KS RA APPROVED 2025-03-07
  • MO RA
    APPROVED
    Since 2025-11-05
  • KS RA
    APPROVED
    Since 2025-03-07

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
OrganizationCityStateFromTo
Creative Planning, Llc Overland Park KS 09/2024 Present
State Farm Insurance Wentzville MO 05/2024 09/2024
Auxilion Dublin 05/2022 07/2022
Pioneer Industrial Corporation St. Louis MO 05/2021 08/2021
Skecher Chesterfield MO 06/2017 08/2019
University Of Missouri Columbia MO 08/2019 05/2024
Fort Zumwalt West High School Fallon MO 08/2012 05/2019
  • 09/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 05/2024 → 09/2024
    State Farm Insurance
    Wentzville, MO
  • 05/2022 → 07/2022
    Auxilion
    Dublin
  • 05/2021 → 08/2021
    Pioneer Industrial Corporation
    St. Louis, MO
  • 06/2017 → 08/2019
    Skecher
    Chesterfield, MO
  • 08/2019 → 05/2024
    University Of Missouri
    Columbia, MO
  • 08/2012 → 05/2019
    Fort Zumwalt West High School
    Fallon, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07

View on SEC IAPD

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