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Inactive

Katherine Rae Ferro

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 2026-05-29
  • KS RA
    APPROVED
    Since 2026-05-29

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
Nottingham By The Green Overland Park KS 05/2018 08/2018
All 4 Kids Daycare Olathe KS 09/2019 03/2020
Brookridge Golf And Fitness Overland Park KS 05/2020 08/2020
Oral And Facial Surgery Prairie Village KS 05/2021 08/2021
University Of Kansas Lawrence KS 01/2022 05/2025
University Of Nebraska Lincoln NE 08/2021 12/2021
University Of Kansas Business School Lawrence KS 08/2023 12/2024
The Hawk Tavern Lawrence KS 12/2024 05/2025
Lockton Companies Kansas City MO 05/2024 07/2024
Creative Planning, Llc Leawood KS 08/2025 Present
Cimba Paderno Del Grapa 05/2023 06/2023
Lifetime Fitness Overland Park KS 05/2021 06/2021
Saint Thomas Aquinas High School Overland Park KS 08/2017 05/2021
Ascension Catholic School Overland Park KS 08/2008 05/2017
  • 05/2018 → 08/2018
    Nottingham By The Green
    Overland Park, KS
  • 09/2019 → 03/2020
    All 4 Kids Daycare
    Olathe, KS
  • 05/2020 → 08/2020
    Brookridge Golf And Fitness
    Overland Park, KS
  • 05/2021 → 08/2021
    Oral And Facial Surgery
    Prairie Village, KS
  • 01/2022 → 05/2025
    University Of Kansas
    Lawrence, KS
  • 08/2021 → 12/2021
    University Of Nebraska
    Lincoln, NE
  • 08/2023 → 12/2024
    University Of Kansas Business School
    Lawrence, KS
  • 12/2024 → 05/2025
    The Hawk Tavern
    Lawrence, KS
  • 05/2024 → 07/2024
    Lockton Companies
    Kansas City, MO
  • 08/2025 → Present
    Creative Planning, Llc
    Leawood, KS
  • 05/2023 → 06/2023
    Cimba
    Paderno Del Grapa
  • 05/2021 → 06/2021
    Lifetime Fitness
    Overland Park, KS
  • 08/2017 → 05/2021
    Saint Thomas Aquinas High School
    Overland Park, KS
  • 08/2008 → 05/2017
    Ascension Catholic School
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-28
  • S65 Uniform Investment Adviser Law Examination
    2026-05-28
Other Names
  • Katie Ferro

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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