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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Poppema Sikma Contruction | Sheldon | IA | 05/2020 | 08/2020 |
| Northwestern College | Orange City | IA | 08/2023 | 12/2025 |
| Tk Lawncare & Landscaping | Sheldon | IA | 05/2021 | 01/2026 |
| New Tec Inc | Sioux Center | IA | 09/2025 | 01/2026 |
| Van Bruggen & Vande Vegte Pc | Orange City | IA | 10/2023 | 05/2024 |
| Creative Planning, Llc | Overland Park | KS | 01/2026 | Present |
| Western Christian High School | Hull | IA | 10/2019 | 05/2023 |
| Sheldon Christian School | Sheldon | IA | 01/2008 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-11 |
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