Jack Gordon Sullivan

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

• 08/2015 → 05/2017
  St. Ann's Catholic School
  Prairie Village, KS
• 08/2017 → 05/2021
  Rockhurst High School
  Kansas City, MO
• 08/2021 → 05/2025
  The University Of Kansas
  Lawrence, KS
• 05/2017 → 08/2017
  Indian Hills Country Club
  Mission Hills, KS
• 05/2018 → 08/2019
  Mission Hills Country Club
  Mission Hills, KS
• 05/2020 → 08/2021
  Lake Quivira Country Club
  Lake Quivira, KS
• 05/2022 → 08/2022
  Spin! Pizza
  Prairie Village, KS
• 05/2023 → 08/2023
  You Move Me
  Lenexa, KS
• 05/2024 → 08/2024
  U.S. Engineering
  Kansas City, MO
• 06/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-29