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Diane Louise Prenger

Creative Planning

Troy, MI

Overland Park, KS

CRD 5769648

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-07-08
TX RA APPROVED 2020-07-08
  • MI RA
    APPROVED
    Since 2020-07-08
  • TX RA
    APPROVED
    Since 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

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
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
  • 01/2007 → 08/2017
    Southfield, MI
  • 08/2017 → 06/2020
    Starfire Investment Advisers, Inc.
    Southfield, MI
  • 06/2020 → Present
    Creative Planning, Inc.
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-30
  • S65 Uniform Investment Adviser Law Examination
    2010-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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