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Daniel Andrew Yu

Creative Planning

Overland Park, KS

Albuquerque, NM

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-09-05
  • NM RA
    APPROVED
    Since 2024-09-05

Branch Locations

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

Albuquerque, NM • 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
Redw Wealth (Formerly Redw Stanley Financial Advisors) Albuquerque NM 01/2016 08/2024
Creative Planning Llc Overland Park KS 09/2024 Present
  • 01/2016 → 08/2024
    Redw Wealth (Formerly Redw Stanley Financial Advisors)
    Albuquerque, NM
  • 09/2024 → Present
    Creative Planning Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-03-02
  • S63 Uniform Securities Agent State Law Examination
    2007-03-02
Designations

View on SEC IAPD

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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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