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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-06-12
  • KS RA
    APPROVED
    Since 2018-06-12

Branch Locations

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

5400 W 110Th St., 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
Creative Planning Overland Park KS 09/2017 Present
Waddell & Reed Financial, Inc. Overland Park KS 05/2014 09/2017
  • 09/2017 → Present
    Overland Park, KS
  • 05/2014 → 09/2017
    Waddell & Reed Financial, Inc.
    Overland Park, KS
Designations

View on SEC IAPD

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