Inactive

Vanessa Lynn Mcelwrath

Creative Planning

Overland Park, KS

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Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-02

TX RA
APPROVED

Since 2024-04-02

Branch Locations

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

3101 Bee Caves Road, Suite 310, Austin, TX 78746 • 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

Organization	City	State	From	To
Ml&R Wealth Management, Llc	Austin	TX	11/2013	03/2024
Creative Planning, Llc	Austin	TX	04/2024	Present

11/2013 → 03/2024

Ml&R Wealth Management, Llc

Austin, TX
04/2024 → Present

Creative Planning, Llc

Austin, TX

Previous Registrations

2014-07-07 → 2024-05-29

Ml&R Wealth Management Llc

Austin, TX

Designations

Other Names

Vanessa Lynn Woliver
Vanessa Lynn Woliver

View on SEC IAPD

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Other Investors

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MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

KATRINA DELORES RADENBERG

JAMES KENNETH VIERS

DEANN MICHELE ELMORE

BRETT CHRISTOPHER KUNSHEK

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

More in Overland Park, KS

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