Best Investors Account Sign in
Inactive

Jason Phan

Creative Planning

Overland Park, KS

Monterey Park, CA

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
TX RA APPROVED 2023-09-01
  • CA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

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

Monterey Park, CA • 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
The Ayco Company, L.P./Mercer Allied Irvine CA 12/2010 11/2018
Creative Planning Overland Park KS 12/2018 Present
  • 12/2010 → 11/2018
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 12/2018 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-05
  • S66 Uniform Combined State Law Examination
    2012-11-05
Designations

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor