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Daniel Judah Mumma

Creative Planning

Overland Park, KS

Grandview, MO

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-04-21
  • KS RA
    APPROVED
    Since 2025-04-21

Branch Locations

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

Grandview, 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 07/2024 Present
Geico Lenexa KS 01/2022 07/2024
Walmart Kansas City MO 03/2020 01/2022
University Of The Nations Kailua-Kona HI 01/2020 03/2020
Rei Tucson AZ 03/2019 01/2020
Menchie's Salt Lake City UT 09/2018 09/2019
Savers South Jordan UT 10/2018 09/2019
Beans & Brews West Valley City UT 09/2018 10/2018
Goodwill Waterloo IA 11/2017 09/2018
Hawkeye Community College Waterloo IA 09/2017 12/2017
West Burlington Pool West Burlington IA 05/2016 08/2018
The Italian Burlington IA 05/2016 03/2017
Southeastern Community College West Burlington IA 08/2015 05/2017
  • 07/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 01/2022 → 07/2024
    Geico
    Lenexa, KS
  • 03/2020 → 01/2022
    Walmart
    Kansas City, MO
  • 01/2020 → 03/2020
    University Of The Nations
    Kailua-Kona, HI
  • 03/2019 → 01/2020
    Rei
    Tucson, AZ
  • 09/2018 → 09/2019
    Menchie's
    Salt Lake City, UT
  • 10/2018 → 09/2019
    Savers
    South Jordan, UT
  • 09/2018 → 10/2018
    Beans & Brews
    West Valley City, UT
  • 11/2017 → 09/2018
    Goodwill
    Waterloo, IA
  • 09/2017 → 12/2017
    Hawkeye Community College
    Waterloo, IA
  • 05/2016 → 08/2018
    West Burlington Pool
    West Burlington, IA
  • 05/2016 → 03/2017
    The Italian
    Burlington, IA
  • 08/2015 → 05/2017
    Southeastern Community College
    West Burlington, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-21
  • S65 Uniform Investment Adviser Law Examination
    2025-04-21

View on SEC IAPD

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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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