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Michael David Segalo

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
KS RA APPROVED 2021-04-13
  • TX RA
    APPROVED
    Since 2023-08-29
  • KS RA
    APPROVED
    Since 2021-04-13

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
OrganizationCityStateFromTo
Tiaa Overland Park KS 02/2014 04/2021
Tiaa-Cref Individual & Institutional Services, Llc Overland Park KS 02/2014 04/2021
Creative Planning Overland Park KS 03/2021 Present
Previous Registrations
Other Businesses

YOUNG LIVING POSITION: distributor/non-active NATURE: home based business selling essential oils INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: Home Address, lees summit MO 64064, United States DESCRIPTION: Spouse runs a home based business selling Young Living oils, I am listed as distributor for business planning purposes. Not an active distributor but do receive a small commission.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-06
  • S66 Uniform Combined State Law Examination
    2006-03-06
Designations
Other Names
  • Michael Segalo

View on SEC IAPD

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