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Inactive

Kristine Anne Bennett

Creative Planning

Mclean, VA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-28
  • VA RA
    APPROVED
    Since 2025-03-28

Branch Locations

8444 Westpark Drive, Suite 610, Mclean, VA 22102 • 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
Healthy Wealthy Alex Alexandria VA 04/2023 11/2024
Mass Mutual Rockville MD 11/2022 10/2023
Homemaker Alexandria VA 09/2009 11/2022
  • 11/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 04/2023 → 11/2024
    Healthy Wealthy Alex
    Alexandria, VA
  • 11/2022 → 10/2023
    Mass Mutual
    Rockville, MD
  • 09/2009 → 11/2022
    Homemaker
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-03-28
Other Names
  • Kristine Bennett Burt

View on SEC IAPD

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Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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