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Daniel Hugh Donegan

Creative Planning

Overland Park, KS

Overland Park, KS

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_RES 2019-02-19
KS RA APPROVED 2015-07-07
  • TX RA
    APPROVED_RES
    Since 2019-02-19
  • KS RA
    APPROVED
    Since 2015-07-07

Branch Locations

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

5400 W. 110Th Street, Overland Park, KS 66211 • United States

Overland Park, KS • 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
Creative Planning Overland Park KS 06/2015 Present
Previous Registrations
  • 2008-03-07 → 2014-09-03
    J.P. Morgan Institutional Investments Inc.
    New York, NY
    Englewood, CO
    Kansas City, MO
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-05
S63 Uniform Securities Agent State Law Examination 1994-07-21
  • S65 Uniform Investment Adviser Law Examination
    2008-02-05
  • S63 Uniform Securities Agent State Law Examination
    1994-07-21
Other Names
  • Daniel Hugh Donegan
  • Dan Donegan
  • Daniel H Donegan

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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