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Chad Alan Fawcett

Creative Planning

Brookfield, WI

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 2023-08-28
WI RA APPROVED 2017-11-06
  • TX RA
    APPROVED
    Since 2023-08-28
  • WI RA
    APPROVED
    Since 2017-11-06

Branch Locations

Brookfield, WI • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Td Ameritrade Inc Milwaukee WI 11/2007 10/2017
H. Beck Bethesda MD 01/2017 10/2017
Creative Planning Brookfield WI 11/2017 Present
  • 11/2007 → 10/2017
    Td Ameritrade Inc
    Milwaukee, WI
  • 01/2017 → 10/2017
    H. Beck
    Bethesda, MD
  • 11/2017 → Present
    Creative Planning
    Brookfield, WI
Previous Registrations
  • 2017-03-10 → 2017-11-02
    Annex Wealth Management, Llc
    Brookfield, WI
  • 2007-12-13 → 2017-01-30
    Td Ameritrade, Inc.
    Brookfield, WI
  • 2007-12-13 → 2017-01-30
    Td Ameritrade Investment Management, Llc
    Milwaukee, WI
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-20
  • S66 Uniform Combined State Law Examination
    2006-02-20
Designations
Other Names
  • Chad A Fawcett
  • Chad Alan Fawcett
  • Chad Fawcett

View on SEC IAPD

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