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Donald Francis Recker

Creative Planning

Overland Park, KS

Overland Park, KS

CRD 2733264

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2009-04-15
  • TX RA
    APPROVED_RES
    Since 2019-02-19
  • KS RA
    APPROVED
    Since 2009-04-15

Branch Locations

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

5400 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
Creative Planning Overland Park KS 03/2008 Present
Previous Registrations
  • 2005-06-29 → 2008-09-23
    Principal Securities, Inc.
    Overland Park, KS
    Overland Park, KS
  • 2000-10-03 → 2002-11-26
    Prudential Retirement Brokerage Services, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-29
S63 Uniform Securities Agent State Law Examination 1996-05-20
  • S65 Uniform Investment Adviser Law Examination
    1999-01-29
  • S63 Uniform Securities Agent State Law Examination
    1996-05-20
Other Names
  • Donald Frances Recker

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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