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Justin Robert Oleson

Creative Planning

Urbandale, IA

Overland Park, KS

CRD 8188834

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-20
  • IA RA
    APPROVED
    Since 2026-01-20

Branch Locations

12100 Meredith Drive, Suite 200, Urbandale, IA 50323 • United States

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
Bergankdv Urbandale IA 01/2014 06/2023
Creative Planning, Llc Urbandale IA 07/2023 10/2025
Creative Planning, Llc Urbandale IA 11/2025 Present
  • 01/2014 → 06/2023
    Bergankdv
    Urbandale, IA
  • 07/2023 → 10/2025
    Creative Planning, Llc
    Urbandale, IA
  • 11/2025 → Present
    Creative Planning, Llc
    Urbandale, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20

View on SEC IAPD

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