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Katie Ann Stamp

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-18
  • KS RA
    APPROVED
    Since 2026-02-18

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Kansas Lawrence KS 09/2016 05/2017
Unemployed Overland Park KS 06/2017 07/2017
University Of Kansas Lawrence KS 08/2017 08/2019
Kpmg Kansas City MO 01/2018 03/2018
Kpmg Kansas City MO 09/2019 07/2025
Creative Planning, Llc Overland Park KS 07/2025 Present
  • 09/2016 → 05/2017
    University Of Kansas
    Lawrence, KS
  • 06/2017 → 07/2017
    Unemployed
    Overland Park, KS
  • 08/2017 → 08/2019
    University Of Kansas
    Lawrence, KS
  • 01/2018 → 03/2018
    Kpmg
    Kansas City, MO
  • 09/2019 → 07/2025
    Kpmg
    Kansas City, MO
  • 07/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18
Other Names
  • Katie Kretchmar

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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