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Jennifer Ann Cavanaugh

Creative Planning

Overland Park, KS

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-12-10
TX RA APPROVED 2019-02-18
  • KS RA
    APPROVED
    Since 2021-12-10
  • TX RA
    APPROVED
    Since 2019-02-18

Branch Locations

5400 W. 110Th Street, Overland Park, KS 66211 • United States

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

Overland Park, KS • 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
Lockton Financial Advisors, Llc Kansas City MO 04/2010 11/2018
Lockton Companies, Llc Kansas City MO 01/2009 11/2018
Creative Planning Overland Park KS 11/2018 Present
  • 04/2010 → 11/2018
    Lockton Financial Advisors, Llc
    Kansas City, MO
  • 01/2009 → 11/2018
    Lockton Companies, Llc
    Kansas City, MO
  • 11/2018 → Present
    Creative Planning
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-02
S63 Uniform Securities Agent State Law Examination 2012-01-17
  • S65 Uniform Investment Adviser Law Examination
    2019-01-02
  • S63 Uniform Securities Agent State Law Examination
    2012-01-17
Other Names
  • Jennifer Vavak
  • Jennifer Ann Vavak

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
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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