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Kathryn Smith Banis

Creative Planning

Dallas, TX

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11

Branch Locations

5949 Sherry Lane, Suite 900, Dallas, TX 75225 • 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
Adviser Investments Llc Newton MA 06/2013 02/2024
The Carroll School At Boston College Boston MA 08/2024 05/2026
Unemployed Watertown MA 02/2024 08/2024
Creative Planning, Llc Dallas TX 06/2026 Present
Goldman Sachs Boston MA 06/2025 08/2025
  • 06/2013 → 02/2024
    Adviser Investments Llc
    Newton, MA
  • 08/2024 → 05/2026
    The Carroll School At Boston College
    Boston , MA
  • 02/2024 → 08/2024
    Unemployed
    Watertown, MA
  • 06/2026 → Present
    Creative Planning, Llc
    Dallas, TX
  • 06/2025 → 08/2025
    Goldman Sachs
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-28
  • S65 Uniform Investment Adviser Law Examination
    2014-05-28
Designations
Other Names
  • Katie Banis
  • Kathryn Banis

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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