James Robert Popper

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 07/2022 → 06/2024
  H&R Block
  Kansas City, MO
• 08/2018 → 05/2022
  University Of Kansas
  Lawrence, KS
• 06/2021 → 07/2021
  Inspiratia
  London
• 06/2021 → 07/2021
  Capa Global Education Network Study And Intern Abroad Program
  London
• 06/2020 → 08/2020
  Bank Of Prairie Village
  Prairie Village, KS
• 06/2019 → 08/2019
  The Kansas City Country Club
  Mission Hills, KS
• 08/2015 → 08/2018
  Tcby
  Prairie Village, KS
• 08/2014 → 05/2018
  Shawnee Mission East High School
  Prairie Village, KS
• 05/2022 → 07/2022
  Unemployed
  Prairie Village, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-23