Randall Phillip Hallier

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-04-17
TX	RA	APPROVED	2019-02-11
FL	RA	APPROVED	2014-01-13

SC RA
APPROVED

Since 2025-04-17
TX RA
APPROVED

Since 2019-02-11
FL RA
APPROVED

Since 2014-01-13

Branch Locations

Seneca, SC • United States

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

2202 N. West Shore Blvd. Suite 213, Tampa, FL 33607 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Creative Planning	Overland Park	KS	11/2013	Present

11/2013 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2009-09-08 → 2010-08-09

Lpl Financial Llc

Leawood, KS
2002-07-09 → 2010-08-09

Hallier Financial, Inc.

Overland Park, KS
2004-12-09 → 2009-09-08

Waterstone Financial Group, Inc.

Boston, MA

Overland Park, KS

Leawood, KS
1997-01-16 → 2002-12-31

Retirement Resources Inc.

Overland Park, KS

Other Businesses

FINANCIAL WORKSHOPS, LLC.: CAPE CORAL, FLORIDA, NON BUSINESS-RELATED, REITREMENT RELATED INSTRUCTION, POSITION-PRESIDENT/OWNER, STARTED APPRX: 02/1997, 15HRS/WK., APPROXIMATE HOURS PER MONTH: 2, APPROXIMATE HOURS DURING TRADING HOURS: 0, DEVELOPMENT OF COURSE MATERIALS, CURRICULIUM AND CONTENT, DELIVERY OF CONTENT TO SELECT GROUP. 100% OWNERSHIP.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-07-31
S63	Uniform Securities Agent State Law Examination	1993-12-22

S65 Uniform Investment Adviser Law Examination

2001-07-31
S63 Uniform Securities Agent State Law Examination

1993-12-22

Designations

View on SEC IAPD