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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2020-07-08 |
| TX | RA | APPROVED | 2020-07-08 |
Branch Locations
2075 W. Big Beaver Rd. Suite 330, Troy, MI 48084 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 01/2007 | 08/2017 |
| Starfire Investment Advisers, Inc. | Southfield | MI | 08/2017 | 06/2020 |
| Creative Planning, Inc. | Overland Park | KS | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-30 |
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