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Inactive

Michelle Peterson

Creative Planning

Chicago, 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 2025-03-18
  • IL RA
    APPROVED
    Since 2025-03-18

Branch Locations

Chicago, IL • 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
The Private Bank Chicago IL 11/2013 07/2017
Cibc Chicago IL 07/2017 08/2020
Mesirow Chicago IL 08/2020 09/2023
Creative Planning, Llc Overland Park KS 10/2023 Present
  • 11/2013 → 07/2017
    The Private Bank
    Chicago, IL
  • 07/2017 → 08/2020
    Cibc
    Chicago, IL
  • 08/2020 → 09/2023
    Mesirow
    Chicago, IL
  • 10/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-18
S63 Uniform Securities Agent State Law Examination 1998-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-18
  • S63 Uniform Securities Agent State Law Examination
    1998-10-21
Other Names
  • Shelley Renee Peterson
  • Michelle Peterson
  • Michelle Peterson
  • Michelle Renee Peterson
  • Michelle Renee Combs
  • Shelley Renee Hasner
  • Shelley Renee Combs
  • Michelle Renee Hasner

View on SEC IAPD

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