Shari Mount

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

• 11/1994 → 02/2022
  American Century Investment Services Inc.
  Kansas City, MO
• 12/2023 → 06/2024
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2022 → 11/2023
  National Advisors Trust
  Kansas City, MO
• 06/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Other Businesses

Rental property; not investment related; 3700 Butler Road Richmond, KS 66080. We do receive monthly rental income. occasional visits to the property. Little maintenance work. 228 Tennessee Rd Richmond, KS 66080; rental property mostly through AirBnB. Purchased 10/2021. This is a business entity under the LLC name of Paradise Lookout Lodge LLC; 16 hours per month; 0 during securities hours; occasional visits to property, regular maintenance work. D L Farms LLC. Partner. Address is 247 Tennessee Rd, Richmond, KS 66080. Hire everything out. Not investment related. 0 Securities hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-17
• S63 Uniform Securities Agent State Law Examination
  1995-03-30

Other Names

• Shari Renae Lickteig
• Shari R Lickteig
• Shari Renae Mount
• Shari R Mount