Kurt Charles Commerford

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Creative Planning
  Leawood, KS

Previous Registrations

• 2007-10-19 → 2015-04-09
  Stepp & Rothwell Inc
  Overland Park, KS
• 2004-04-07 → 2004-07-27
  Brookstreet Securities Corporation
  Lenexa, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-06

Designations

• Certified Financial Planner

Other Names

• Kurt Commerford