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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2023-03-07 |
| TX | RA | APPROVED | 2023-03-07 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
700 Colonial Rd. Ste 120, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsg Investment Management, Llc | Memphis | TN | 07/2005 | 02/2023 |
| Creative Planning, Llc | Memphis | TN | 03/2023 | Present |
R.G.DINGLER AND ASSOCIATES,LLC, THE FIRM IS NOT INVESTMENT RELATED, 10034 Quaking Lane, Lakeland, TN 38002,NATURE OF THE BUSINESS IS MARKETING CONSULTING, accounting, and bookkeeping, MY POSITION/TITLE IS AS AN OWNER/MEMBER, I HAVE BEEN INVOLVED SINCE INCEPTION 06/1996,I AM NOT ACTIVELY INVOLVED IN THE DAY TO DAY AFFAIRS AND TYPICALLY DEVOTE 0 HOURS PER MONTH, I HAVE NO SPECIFIC DUTIES IN THE FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-20 |
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