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Tyler William Fortney

Creative Planning

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-12
KS RA APPROVED 2018-04-18
  • TX RA
    APPROVED_RES
    Since 2019-02-12
  • KS RA
    APPROVED
    Since 2018-04-18

Branch Locations

Overland Park, KS • 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
Wells Fargo Advisors St Louis MO 06/2015 09/2016
Scottrade, Inc. Topeka KS 09/2016 02/2018
Creative Planning Overland Park KS 04/2018 Present
  • 06/2015 → 09/2016
    Wells Fargo Advisors
    St Louis, MO
  • 09/2016 → 02/2018
    Scottrade, Inc.
    Topeka, KS
  • 04/2018 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-01
  • S66 Uniform Combined State Law Examination
    2015-10-01

View on SEC IAPD

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