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Nicholas Cooper Blaine

Creative Planning

Lavon, TX

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 2026-06-03
  • TX RA
    APPROVED
    Since 2026-06-03

Branch Locations

Lavon, TX • 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
Creative Planning, Llc Overland Park KS 04/2026 Present
Fisher Investments Plano TX 06/2024 04/2026
Plano Isd Plano TX 06/2015 06/2024
  • 04/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 06/2024 → 04/2026
    Fisher Investments
    Plano, TX
  • 06/2015 → 06/2024
    Plano Isd
    Plano, TX
Previous Registrations
  • 2024-07-25 → 2026-05-05
    Fisher Investments
    Plano, TX
  • 2009-06-01 → 2009-11-16
    Morgan Stanley
    Bloomfield Hills, MI
  • 2009-01-06 → 2009-06-01
    Morgan Stanley & Co. Llc
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
S66 Uniform Combined State Law Examination 2009-01-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
  • S66 Uniform Combined State Law Examination
    2009-01-02

View on SEC IAPD

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