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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-28 |
Branch Locations
Spring Hill, TN • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 08/2025 | 08/2026 |
| Lyndhurst Financial Management Ltd | Harpenden | 07/2023 | 07/2025 | |
| Taylor Wealth Management Ltd | Tring | 09/2018 | 06/2023 | |
| Thames Valley Police | Milton Keynes | 11/2015 | 10/2016 | |
| Unemployed | San Diego | CA | 11/2016 | 02/2017 |
| Mh Sub I Llc Dba Internet Brands | San Diego | CA | 09/2017 | 10/2017 |
| Sandland43 Llc | San Diego | CA | 11/2017 | 06/2018 |
| Unemployed | Milton Keynes | 06/2018 | 09/2018 | |
| In N Out | San Diego | CA | 11/2017 | 03/2018 |
| Jd Wetherspoon | Leighton Buzzard | 02/2017 | 07/2017 | |
| Unemployed | San Diego | CA | 07/2017 | 09/2017 |
| Creative Planning, Llc | Overland Park | KS | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-05 |
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