Chatten Walker Scruggs

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → 12/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 08/2007 → 10/2016
  Vsr Advisory Services
  Overland Park, KS
• 11/2016 → 03/2017
  Greenleaf Financial Network, Llc
  Leawood, KS
• 12/2016 → 03/2017
  Private Client Services
  Louisville, KY
• 03/2017 → Present
  Creative Planning
  Leawood, KS

Previous Registrations

• 2017-01-11 → 2017-12-31
  Christian Wealth Services Llc
  Lees Summit, MO
• 2016-11-04 → 2017-03-14
  Greenleaf Financial Network, Llc
  Leawood, KS
• 2003-02-07 → 2016-10-14
  Vsr Financial Services, Inc.
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
• 1999-12-01 → 2003-02-07
  The Masters, Inc.
  Overland Pk, KS

Other Businesses

1. DBA- Christian Wealth Services, NO INVESTMENT RELATED; 1829 SW SUMMIT VALLEY DR LEES SUMMIT MO 64081; INSURANCE SALES; AGENT; Start 11/2016; 10 hrs PER MONTH all DURING TRADING; insurance sales.2. Greenleaf Financial Network; 1829 sw summit valley dr, lee's summit, mo 64081. rep, investment advisory firm. 120 hours per month, all during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-20
• S63 Uniform Securities Agent State Law Examination
  1996-06-14

Other Names

• Chat Scruggs
• Chatten Walker Scruggs
• Chatten W Scruggs