Todd Christian Ericson

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

Authority	Category	Status	Date
KS	RA	APPROVED	2022-06-15

KS RA
APPROVED

Since 2022-06-15

Branch Locations

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

Organization	City	State	From	To
Stepp & Rothwell, Inc.	Overland Park	KS	07/2015	06/2022
Creative Planning, Llc	Overland Park	KS	06/2022	Present

07/2015 → 06/2022

Stepp & Rothwell, Inc.

Overland Park, KS
06/2022 → Present

Creative Planning, Llc

Overland Park, KS

Previous Registrations

2015-07-29 → 2022-06-03

Stepp & Rothwell Inc

Overland Park, KS
2014-11-19 → 2015-05-07

Edward Jones

Lees Summit, MO

Overland Park, KS

Lees Summit, MO

St Louis, MO
2000-04-13 → 2002-07-08

Strategic Advisers Llc

Kansas City, MO

Other Businesses

Financial Planning Association of Greater Kansas City; Topeka, KS; Not investment related; Board Member; Nature of business-Industry organization to provide education and career development to members; Start date 6.13.22; 1 hour per month/0 hours during trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-12-28

S63 Uniform Securities Agent State Law Examination

1992-12-28

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Todd C Ericson

View on SEC IAPD