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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-30 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Oak Brook | IL | 08/2025 | Present |
| Northern Trust | Chicago | IL | 07/2024 | 08/2025 |
| University Of Wisconsin-Madison | Madison | WI | 01/2020 | 05/2024 |
| Buffalo Grove High School | Buffalo Grove | IL | 01/2016 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
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