Nicholas Joseph Karabas

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:

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-11
AZ	RA	APPROVED	2017-11-13

TX RA
APPROVED_RES

Since 2019-02-11
AZ RA
APPROVED

Since 2017-11-13

Branch Locations

Scottsdale, AZ • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	03/2011	Present

03/2011 → Present

Creative Planning

Overland Park, KS

Other Businesses

1)Twenty20 Medical, LLC, Kansas City, MO - Not Investment Related. Position: Passive Investor, Commercial Real Estate. Start Date: June 2019. No hours are spent on this business investment. 2) AZ NOW, Inc., Scottsdale, AZ; not investment related; Secretary (wife's business); Massage Therapy; Start date 1/1/2021; 2 hours per month/0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-16

S65 Uniform Investment Adviser Law Examination

2009-03-16

View on SEC IAPD