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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 | 2023-09-01 |
| AZ | RA | APPROVED | 2022-02-04 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
5090 N. 40Th Street Suite 160, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hatton Consulting, Inc. | Phoenix | AZ | 11/2006 | 01/2022 |
| Creative Planning Llc. | Phoenix | AZ | 01/2022 | Present |
Paradise Valley Roadrunners; not investment related; 2427 E Taro Lane; Phoenix, AZ; 509(a)(2) charity to support the Paradise Valley chapter of Special Olympics Arizona; Board member; Start 3/9/2026; 1 hour / month; 0 hours / month during securities trading hours; Provide oversight and direction for use of funds generated by fund raising activities along with other members
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