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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-10-04 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Dubuque, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steele Capital Management | Dubuque | IA | 06/1994 | 09/2017 |
| Creative Planning | Overland Park | KS | 10/2017 | Present |
1) INTERSTATE BUILDING, L.L.L.P.; DUBUQUE, IA 52001, OWN BUILDING THAT IS RENTED TO ONE TENANT, GENERAL PARTNER, 0 HOURS SPENT DURING THE MONTH OR DURING TRADING HOURS. NO DUTIES, JUST RENT THE OFFICE BUILDING. 2) LORAS COLLEGE, DUBUQUE, IA - NOT INVESTMENT RELATED. POSITION: ADJUNCT PROFESSOR. START DATE: JANUARY 2019. APPROXIMATELY 5 HRS. PER MONTH-NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
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