Alex Kent Andersen

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

• 01/2025 → Present
  Creative Planning, Llc
  Overland Park, KS
• 09/2023 → 12/2024
  Pwc
  Kansas City, MO
• 06/2023 → 08/2023
  Summer's Best Two Weeks
  Boswell, PA
• 08/2019 → 05/2023
  Grove City College
  Grove City, PA
• 02/2021 → 05/2023
  Grove City College
  Grove City, PA
• 06/2022 → 08/2022
  Pwc
  Kansas City, MO
• 06/2020 → 08/2020
  Lee's Summit R7 School District
  Lee's Summit, MO
• 05/2017 → 09/2018
  Price Chopper
  Pleasant Hill, MO
• 11/2016 → 03/2019
  Widaman Communications
  Pleasant Hill, MO
• 08/2013 → 05/2019
  Homeschooled
  Pleasant Hill, MO
• 05/2019 → 07/2019
  Combes Construction
  Overland Park, KS
• 05/2021 → 08/2021
  Seaboard Corporation
  Merriam, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-04