Best Investors
Account
Sign in
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 |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 01/2025 | Present |
| Unemployed | Shawnee | KS | 07/2024 | 01/2025 |
| Myers And Stauffer Lc | Kansas City | MO | 01/2020 | 07/2024 |
| Kansas State University | Manhattan | KS | 08/2019 | 12/2020 |
| Myers And Stauffer Lc | Kansas City | MO | 05/2019 | 07/2019 |
| Tallgrass Tap House | Manhattan | KS | 08/2017 | 05/2019 |
| Kansas State University | Manhattan | KS | 08/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
Reach out to this advisor