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Fred Leo Rutler

Creative Planning

Elmhurst, IL

Oak Brook, IL

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-12-19
  • IL RA
    APPROVED
    Since 2021-12-19

Branch Locations

Elmhurst, IL • United States

1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • 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
Lockton Companies, Llc Chicago IL 11/2015 12/2021
Lockton Financial Advisors, Llc Chicago IL 11/2015 12/2021
Lockton Investment Advisors, Llc Chicago IL 11/2015 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 11/2015 → 12/2021
    Lockton Companies, Llc
    Chicago, IL
  • 11/2015 → 12/2021
    Lockton Financial Advisors, Llc
    Chicago, IL
  • 11/2015 → 12/2021
    Lockton Investment Advisors, Llc
    Chicago, IL
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-22
S63 Uniform Securities Agent State Law Examination 1999-02-12
  • S65 Uniform Investment Adviser Law Examination
    2015-12-22
  • S63 Uniform Securities Agent State Law Examination
    1999-02-12

View on SEC IAPD

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