Best Investors
Account
Sign in
Best Investors
Account
Sign in
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_RES | 2023-08-29 |
| FL | RA | APPROVED | 2019-05-08 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
West Palm Beach, FL • United States
2255 Glades Rd, Suite 330W, Boca Raton, FL 33431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Nashville | TN | 06/2015 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2013 | 12/2018 |
| Missouri State University | Springfield | MO | 05/2014 | 05/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2016 | 12/2018 |
| Creative Planning | Overland Park | KS | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
Reach out to this advisor