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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-22 |
Branch Locations
3630 Peachtree Road Ne, Suite 300, Atlanta, GA 30326 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 06/2022 | 07/2025 |
| College Student | Blacksburg | VA | 09/2018 | 06/2022 |
| Boonsboro Country Club | Lynchburg | VA | 06/2018 | 09/2018 |
| High School Student | Lynchburg | VA | 08/2014 | 06/2018 |
| Creative Planning, Llc | Atlanta | GA | 07/2025 | Present |
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