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Inactive

Caroline Grace Flannagan

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-01-21
  • KS RA
    APPROVED
    Since 2026-01-21

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
Arvest Bank Siloam Springs AR 01/2025 03/2025
Umb Bank Kansas City MO 05/2024 08/2024
Sky Ranch Camps Powderhorn CO 05/2022 08/2022
Lifetime Fitness Overland Park KS 05/2019 03/2021
Overland Park Soccer Complex Overland Park KS 03/2018 07/2018
Unemployed Siloam Springs AR 03/2025 05/2025
Self-Employed Siloam Springs KS 08/2023 05/2024
Self-Employed Overland Park KS 05/2023 08/2023
John Brown University Siloam Springs AR 08/2021 12/2024
Harmony Middle School Overland Park KS 05/2015 05/2017
Blue Valley Northwest Highschool Overland Park KS 08/2017 05/2021
Self-Employed Overland Park KS 05/2020 08/2021
Creative Planning, Llc Overland Park KS 05/2025 Present
  • 01/2025 → 03/2025
    Arvest Bank
    Siloam Springs, AR
  • 05/2024 → 08/2024
    Umb Bank
    Kansas City, MO
  • 05/2022 → 08/2022
    Sky Ranch Camps
    Powderhorn, CO
  • 05/2019 → 03/2021
    Lifetime Fitness
    Overland Park, KS
  • 03/2018 → 07/2018
    Overland Park Soccer Complex
    Overland Park, KS
  • 03/2025 → 05/2025
    Unemployed
    Siloam Springs, AR
  • 08/2023 → 05/2024
    Self-Employed
    Siloam Springs, KS
  • 05/2023 → 08/2023
    Self-Employed
    Overland Park, KS
  • 08/2021 → 12/2024
    John Brown University
    Siloam Springs, AR
  • 05/2015 → 05/2017
    Harmony Middle School
    Overland Park, KS
  • 08/2017 → 05/2021
    Blue Valley Northwest Highschool
    Overland Park, KS
  • 05/2020 → 08/2021
    Self-Employed
    Overland Park, KS
  • 05/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20
Other Names
  • Caroline Zelinski

View on SEC IAPD

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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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