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Cary Dwars

Creative Planning

Overland Park, KS

St. Louis, MO

CRD 8030618

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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 2025-01-15
  • MO RA
    APPROVED
    Since 2025-01-15

Branch Locations

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

St. Louis, MO • 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 01/2025 Present
Maritz Global Events St. Louis MO 05/2015 06/2020
Moneta St. Louis MO 06/2020 09/2024
Unemployed St. Louis MO 09/2024 01/2025
  • 01/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 05/2015 → 06/2020
    Maritz Global Events
    St. Louis, MO
  • 06/2020 → 09/2024
    Moneta
    St. Louis, MO
  • 09/2024 → 01/2025
    Unemployed
    St. Louis, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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