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Dimetrois Kostarelos

Creative Planning

Overland Park, KS

Myrtle Beach, SC

CRD 6378608

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-24
NC RA APPROVED 2021-12-17
TX RA APPROVED 2021-12-17
  • SC RA
    APPROVED
    Since 2024-10-24
  • NC RA
    APPROVED
    Since 2021-12-17
  • TX RA
    APPROVED
    Since 2021-12-17

Branch Locations

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

Myrtle Beach, SC • 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 Llc. Charlotte NC 07/2014 03/2021
Lockton Companies Llc Charlotte NC 03/2021 12/2021
Lockton Investment Securities Charlotte NC 03/2021 12/2021
Lockton Investment Advisors Charlotte NC 08/2021 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 07/2014 → 03/2021
    Wells Fargo Advisors Llc.
    Charlotte, NC
  • 03/2021 → 12/2021
    Lockton Companies Llc
    Charlotte, NC
  • 03/2021 → 12/2021
    Lockton Investment Securities
    Charlotte, NC
  • 08/2021 → 12/2021
    Lockton Investment Advisors
    Charlotte, NC
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-29
S63 Uniform Securities Agent State Law Examination 2014-09-04
  • S65 Uniform Investment Adviser Law Examination
    2021-09-29
  • S63 Uniform Securities Agent State Law Examination
    2014-09-04

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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