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Michael Alan Konzen

Creative Planning

Spring, TX

Overland Park, KS

The Woodlands, TX

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-15
  • TX RA
    APPROVED
    Since 2016-08-15

Branch Locations

Spring, TX • United States

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

1330 Lake Robbins Drive Suite 440, The Woodlands, TX 77380 • 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 Overland Park KS 10/2015 Present
Previous Registrations
  • 2008-03-04 → 2008-10-08
    First Command Brokerage Services, Inc.
    Leavenworth, KS
    Overland Park, KS
    Leavenworth, KS
  • 2006-01-03 → 2006-12-31
    Strategic Advisers Llc
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-08
  • S66 Uniform Combined State Law Examination
    2005-12-08
Designations
Other Names
  • Michael A Konzen
  • Michael Alan Konzen
  • Michael Konzen

View on SEC IAPD

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