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Peter Sargent Sengelmann

Creative Planning

Overland Park, KS

Madison, WI

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-02
TX RA APPROVED 2023-08-29
  • WI RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2023-08-29

Branch Locations

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

3330 University Avenue Suite 316, Madison, WI 53705 • 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
Travel, Leisure Singapore 08/2016 11/2016
Extended Travel San Luis Obispo CA 12/2016 01/2017
Thun Financial Advisors Madison WI 01/2017 08/2020
Creative Planning, Inc. Madison WI 09/2020 Present
  • 08/2016 → 11/2016
    Travel, Leisure
    Singapore
  • 12/2016 → 01/2017
    Extended Travel
    San Luis Obispo, CA
  • 01/2017 → 08/2020
    Thun Financial Advisors
    Madison, WI
  • 09/2020 → Present
    Creative Planning, Inc.
    Madison, WI
Previous Registrations
  • 2017-01-28 → 2020-09-30
    Thun Financial Advisors
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-01-12
  • S63 Uniform Securities Agent State Law Examination
    2007-01-12
Designations

View on SEC IAPD

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Other Offices

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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