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Cameron Wrennall

Creative Planning

Tampa, FL

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-15
  • FL RA
    APPROVED
    Since 2023-11-15

Branch Locations

Tampa, FL • 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
OrganizationCityStateFromTo
Lpl Financial Morrisville NC 04/2013 01/2017
Mmc Securities Llc Tampa FL 01/2017 12/2019
Mercer Investments, Llc Tampa FL 01/2017 10/2023
Mgi Funds Distributors, Llc Tampa FL 01/2020 10/2023
Creative Planning, Llc Overland Park KS 10/2023 Present
Creative Planning Institutional Advisors, Llc Newport Beach CA 08/2024 Present
  • 04/2013 → 01/2017
    Lpl Financial
    Morrisville, NC
  • 01/2017 → 12/2019
    Mmc Securities Llc
    Tampa, FL
  • 01/2017 → 10/2023
    Mercer Investments, Llc
    Tampa, FL
  • 01/2020 → 10/2023
    Mgi Funds Distributors, Llc
    Tampa, FL
  • 10/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 08/2024 → Present
    Creative Planning Institutional Advisors, Llc
    Newport Beach, CA
Previous Registrations
  • 2017-02-17 → 2019-12-31
    Mmc Securities Llc
    Tampa, FL
    Norwalk, CT
  • 2013-04-02 → 2017-01-27
    Lpl Financial Llc
    Apex, NC
  • 2010-02-04 → 2013-04-03
    Capfinancial Securities, Llc.
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
  • 2009-08-03 → 2009-09-17
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-31
  • S66 Uniform Combined State Law Examination
    2009-07-31
Designations
Other Names
  • Cameron Wrennall
  • Cameron Michael Wrennall

View on SEC IAPD

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