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Patrick Carl Mcknight

Creative Planning

Overland Park, KS

Rockford, IL

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
IL RA APPROVED 2021-12-06
  • TX RA
    APPROVED
    Since 2023-08-29
  • IL RA
    APPROVED
    Since 2021-12-06

Branch Locations

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

6845 Weaver Road Suite 200, Rockford, IL 61114-8051 • 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
Alpine Bank And Trust Company Rockford IL 06/2009 09/2017
Heritage Way Advisors Llc Rockford IL 09/2017 12/2017
Heritage Way Advisors Llc Rockford IL 12/2017 12/2021
Creative Planning, Llc Rockford IL 12/2021 Present
  • 06/2009 → 09/2017
    Alpine Bank And Trust Company
    Rockford, IL
  • 09/2017 → 12/2017
    Heritage Way Advisors Llc
    Rockford, IL
  • 12/2017 → 12/2021
    Heritage Way Advisors Llc
    Rockford, IL
  • 12/2021 → Present
    Creative Planning, Llc
    Rockford, IL
Previous Registrations
  • 2017-12-07 → 2021-12-03
    Heritage Way Advisors, L.L.C.
    Rockford, IL
Other Businesses

Rental Property, Machesney Park, IL; Is investment related; Owner; Start date 9.1.2022; 2 hours per month/0 hours during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-07
  • S65 Uniform Investment Adviser Law Examination
    2017-12-07
Designations
Other Names
  • Patrick Carl Mcknight

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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