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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-08 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butterball Farms, Inc | Grand Rapids | MI | 06/2023 | 10/2025 |
| Creative Planning | Overland Park | KS | 10/2025 | Present |
| Pregis Films | Grand Rapids | MI | 07/2021 | 02/2023 |
| N/A | Hudsonville | MI | 03/2023 | 05/2023 |
| Dematic | Grand Rapids | MI | 01/2018 | 07/2021 |
| Magna International, Inc. | Holland | MI | 04/2017 | 01/2018 |
| Magna International, Inc. | Carrollton | GA | 07/2014 | 04/2017 |
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