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Sabrina Kaye Saxer

Creative Planning

Prairie Village, KS

Overland Park, KS

Palm Beach Gardens, FL

CRD 2145658

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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
KS RA APPROVED 2025-11-12
FL RA APPROVED 2024-08-07
TX RA APPROVED 2023-09-01
  • KS RA
    APPROVED
    Since 2025-11-12
  • FL RA
    APPROVED
    Since 2024-08-07
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

Prairie Village, KS • United States

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

Palm Beach Gardens, FL • 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
Ivy Investment Management Company Overland Park KS 06/1998 11/2021
Unemployed Overland Park KS 12/2021 03/2022
Creative Planning, Llc Overland Park KS 08/2022 Present
Shell Law & Tax Kansas City MO 03/2022 08/2022
  • 06/1998 → 11/2021
    Ivy Investment Management Company
    Overland Park, KS
  • 12/2021 → 03/2022
    Unemployed
    Overland Park, KS
  • 08/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 03/2022 → 08/2022
    Shell Law & Tax
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-15
  • S65 Uniform Investment Adviser Law Examination
    2022-10-15
Other Names
  • Sabrina Saxer Brown

View on SEC IAPD

Nearby Firms

CENTRALIS CAPITAL LLC
FORTIS CAPITAL ADVISORS, LLC
FOCAL POINT FINANCIAL GROUP

Nearby Investors

MANISH C SHAH
JESSICA LYNN NIEMINSKI
DANIEL JOHN PETRIE

Nearby Offices

CENTRALIS CAPITAL LLC · PRAIRIE VILLAGE, KS
FORTIS CAPITAL ADVISORS, LLC · PRAIRIE VILLAGE, KS
FOCAL POINT FINANCIAL GROUP · PRAIRIE VILLAGE, KS

More in Prairie Village, KS

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