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Ai Shi

Creative Planning

Overland Park, KS

CRD 8034579

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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
KS RA APPROVED 2025-06-23
  • KS RA
    APPROVED
    Since 2025-06-23

Branch Locations

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 01/2025 Present
Shamrock Trading Corporation Overland Park KS 06/2022 01/2025
Blue Valley School District Overland Park KS 08/2017 06/2022
Lincoln College Preparatory Academy Kansas City MO 08/2014 07/2017
  • 01/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 06/2022 → 01/2025
    Shamrock Trading Corporation
    Overland Park, KS
  • 08/2017 → 06/2022
    Blue Valley School District
    Overland Park, KS
  • 08/2014 → 07/2017
    Lincoln College Preparatory Academy
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-23
Other Names
  • Sammy Shi

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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