Mark Joseph Henke

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

• 10/2009 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2009-09-08 → 2010-01-19
  Lpl Financial Llc
  Leawood, KS
• 2009-02-12 → 2009-09-08
  Waterstone Financial Group, Inc.
  Leawood, KS

Other Businesses

Trustee, John J. Sullivan, Jr. Charitable Trust; January 1997 - Present. Normal trustee duties associated with the management of a charitable trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-02-17
• S65 Uniform Investment Adviser Law Examination
  2008-10-28

Designations

• Certified Financial Planner

Other Names

• Mark J Henke