Katherine Elizabeth Koenig

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2021
  Student
  Kansas City, MO
• 05/2018 → 09/2018
  Mission Hills Country Club
  Mission Hills, KS
• 12/2018 → 04/2019
  Rally House
  Leawood, KS
• 06/2019 → 09/2019
  Andy's Frozen Custard
  Kansas City, MO
• 09/2019 → 12/2020
  Unemployed
  Kansas City, MO
• 12/2020 → 02/2021
  Duck Donuts
  Leawood, KS
• 02/2021 → 05/2021
  Red Door Grill
  Leawood, KS
• 04/2021 → 01/2022
  Betty Rae's Ice Cream
  Kansas City, MO
• 04/2022 → 08/2022
  Paradise Bar And Restaurant
  Sunrise Beach, MO
• 08/2021 → 05/2025
  University Of Missouri- Student
  Columbia, MO
• 08/2022 → 05/2024
  Willies Pub
  Columbia, MO
• 05/2023 → 08/2023
  United Missouri Bank
  Kansas City, MO
• 05/2024 → 07/2024
  South Place Hotel
  London
• 08/2024 → 05/2025
  Willies Pub
  Columbia, MO
• 06/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-16