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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 | 2025-09-01 |
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 |
| Manhattan High School | Manhattan | KS | 08/2013 | 05/2017 |
| Manhattan Parks And Rec | Kansas | KS | 05/2016 | 07/2017 |
| Washburn University | Topeka | KS | 08/2017 | 05/2019 |
| Kansas State University | Manhattan | KS | 08/2019 | 08/2021 |
| Harrys | Manhattan | KS | 06/2019 | 07/2019 |
| Bourbon And Baker | Manhattan | KS | 10/2020 | 01/2021 |
| Maximum Performance | Manhattan | KS | 08/2017 | 07/2021 |
| Konza | Oklahoma City | OK | 08/2021 | 08/2022 |
| Jorns And Associates Llc | Wichita | KS | 06/2022 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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