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Garrett Brandon Niles

Creative Planning

Overland Park, KS

Lehi, UT

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-10-08
  • UT RA
    APPROVED
    Since 2024-10-08

Branch Locations

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

Lehi, UT • 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
E*Trade Securities Llc Sandy UT 04/2016 12/2022
E*Trade Capital Management Llc Sandy UT 04/2016 12/2022
Morgan Stanley Sandy UT 11/2022 07/2023
Morgan Stanley Private Bank, N.A New York NY 02/2023 07/2023
Lido Advisors, Llc Salt Lake City UT 07/2023 10/2024
Creative Planning, Llc Overland Park KS 10/2024 Present
  • 04/2016 → 12/2022
    E*Trade Securities Llc
    Sandy, UT
  • 04/2016 → 12/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 11/2022 → 07/2023
    Morgan Stanley
    Sandy, UT
  • 02/2023 → 07/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2023 → 10/2024
    Lido Advisors, Llc
    Salt Lake City, UT
  • 10/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2023-08-02 → 2024-11-07
    Lido
    Los Angeles, CA
    Salt Lake City, UT
  • 2016-04-20 → 2023-08-11
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2022-11-22 → 2023-08-11
    Morgan Stanley
    Sandy, UT
  • 2014-05-05 → 2016-04-19
    Morgan Stanley
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-03
  • S66 Uniform Combined State Law Examination
    2014-05-03
Designations

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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