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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-28 |
| NY | RA | APPROVED | 2021-04-07 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
152 W 57Th Street 24Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 08/2009 | 10/2018 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 10/2018 |
| Creative Planning | Overland Park | KS | 10/2018 | Present |
Sasso Capital, LLC, Brooklyn, NY - Not Investment Related. Position: Co-Owner, real estate/rental property. Start date: March 2016. Approximately 10 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-06 |
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