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Joseph Sebastian Fazekas

Creative Planning

Overland Park, KS

Plainfield, IL

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
IL RA APPROVED 2012-02-21
  • TX RA
    APPROVED
    Since 2023-08-29
  • IL RA
    APPROVED
    Since 2012-02-21

Branch Locations

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

Plainfield, IL • 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 02/2012 Present
Previous Registrations
  • 2004-08-12 → 2012-02-15
    Strategic Advisers Llc
    Naperville, IL
    Orland Park, IL
  • 2006-01-27 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-28
S63 Uniform Securities Agent State Law Examination 1994-11-18
  • S65 Uniform Investment Adviser Law Examination
    1997-01-28
  • S63 Uniform Securities Agent State Law Examination
    1994-11-18
Designations

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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