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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-07 |
Branch Locations
645 Massachusetts Street Suite 300, Lawrence, KS 66044 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2013 | 10/2024 |
| Edmonds Duncan Registered Investment Advisors, Llc | Lawrence | KS | 08/2013 | 10/2024 |
| Creative Planning, Llc | Overland Park | KS | 10/2024 | Present |
FAMILY FARM. 12/2011. NOT INVESTMENT RELATED. 2-4 HRS/WK. OWN THE LAND, HIRE A COMPANY TO DO BAILING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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