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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-30 |
| CT | RA | APPROVED | 2012-02-21 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Wilton, CT • United States
472 Wheelers Farm Rd Suite 101, Milford, CT 06461 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Milford | CT | 02/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-25 |
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