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Breanna Lynn Horvath

Creative Planning

Liberty Township, OH

Overland Park, KS

CRD 8010104

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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
OH RA APPROVED 2024-11-14
  • OH RA
    APPROVED
    Since 2024-11-14

Branch Locations

Liberty Township, OH • United States

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 11/2024 Present
Fifth Third Bank Cincinnati OH 05/2020 11/2024
Bob Evans West Chester OH 04/2015 12/2021
Texas Roadhouse West Chester OH 07/2017 10/2020
University Of Cincinnati Cincinnati OH 08/2016 12/2020
  • 11/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 05/2020 → 11/2024
    Fifth Third Bank
    Cincinnati, OH
  • 04/2015 → 12/2021
    Bob Evans
    West Chester, OH
  • 07/2017 → 10/2020
    Texas Roadhouse
    West Chester, OH
  • 08/2016 → 12/2020
    University Of Cincinnati
    Cincinnati, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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