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Andrew Jayson Kratz

Creative Planning

Memphis, TN

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-03-02
TX RA APPROVED 2023-03-02
  • TN RA
    APPROVED
    Since 2023-03-02
  • TX RA
    APPROVED
    Since 2023-03-02

Branch Locations

1661 International Drive, Suite 202, Memphis, TN 38120 • 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
Fsg Investment Management, Llc Memphis TN 09/2012 02/2023
Creative Planning, Llc Memphis TN 03/2023 Present
  • 09/2012 → 02/2023
    Fsg Investment Management, Llc
    Memphis, TN
  • 03/2023 → Present
    Creative Planning, Llc
    Memphis, TN
Previous Registrations
  • 2013-03-19 → 2023-03-09
    Telarray, Llc
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-18
  • S65 Uniform Investment Adviser Law Examination
    2013-03-18
Designations

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

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