Kyle Andrew Wright

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

Authority	Category	Status	Date
OK	RA	APPROVED	2025-06-17
TX	RA	APPROVED_RES	2019-02-11

OK RA
APPROVED

Since 2025-06-17
TX RA
APPROVED_RES

Since 2019-02-11

Branch Locations

Tulsa, OK • 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

Organization	City	State	From	To
Prism Financial Group	Overland Park	KS	08/2014	03/2018
Cambridge Investment Research, Inc.	Fairfield	IA	01/2015	Present
Creative Planning	Overland Park	KS	04/2018	Present

08/2014 → 03/2018

Prism Financial Group

Overland Park, KS
01/2015 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
04/2018 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2013-06-25 → 2014-06-24

Morgan Stanley

Kansas City, MO
2011-09-07 → 2013-05-30

Waddell & Reed

Warrensburg, MO

Independence, MO

Other Businesses

WHITEMEN OFFICIATING ASSOCIATION: SOLE PROP, OLATHE, KANSAS. NON BUSINESS-RELATED, EMPLOYEE, STARTED 2014, APPROXIMATE HOURS DURING THE MONTH: 8, APPROXIMATE HOURS DURING TRADING HOURS: ZERO, DUTIES INCLUDE OFFICIATING SPORTING EVENTS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-06

S66 Uniform Combined State Law Examination

2011-09-06

Other Names

Kyle Wright
Kyle Wright

View on SEC IAPD