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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
3101 Bee Caves Road, Suite 310 Austin, Texas 7874, Austin, TX 78746 • United States
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 | Austin | TX | 04/2024 | Present |
| Ml&R Wealth Management | Austin | TX | 04/2022 | 04/2024 |
| Ark Financial Advisors | Austin | TX | 08/2018 | 01/2022 |
| Ark Financial Group | Austin | TX | 03/2016 | 01/2022 |
| American Underground Construction | Austin | TX | 11/2013 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
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