Michael Kevin Latinis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Creative Planning
  Leawood, KS

Other Businesses

Latinis Consulting LLC, non-investment related, consulting business that assists with bill paying for Latinis Rheumatology, family owned physician business. Start date 4/13/20. Address 7517 Walmer St., Overland Park, KS 66204. Time spent is 1-2 hours per month and 0 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-09

Designations

• Certified Financial Planner