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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
Branch Locations
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, Llc | Overland Park | KS | 05/2025 | Present |
| Sonmore Financial | Chandler | AZ | 07/2024 | 05/2025 |
| Independent Contractor | Clearwater | FL | 08/2021 | 12/2024 |
| Vf Corporation | Whites Creek | TN | 11/2016 | 07/2021 |
| Home Depot | Antioch | TN | 02/2016 | 09/2016 |
| Vui's Kitchen | Nashville | TN | 08/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
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