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Anna Patricia Duarte

Creative Planning

Scottsdale, AZ

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-02-23
TX RA APPROVED_RES 2021-12-20
  • AZ RA
    APPROVED
    Since 2022-02-23
  • TX RA
    APPROVED_RES
    Since 2021-12-20

Branch Locations

14850 N. Scottsdale Road Ste. 225, Scottsdale, AZ 85254 • 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
Wealthplan Advisors Scottsdale AZ 05/2014 08/2018
Lockton Companies Llc Scottsdale AZ 08/2018 02/2022
Lockton Financial Advisors, Llc Scottsdale AZ 08/2018 12/2021
Lockton Investment Advisors Llc Scottsdale AZ 08/2018 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 05/2014 → 08/2018
    Wealthplan Advisors
    Scottsdale, AZ
  • 08/2018 → 02/2022
    Lockton Companies Llc
    Scottsdale, AZ
  • 08/2018 → 12/2021
    Lockton Financial Advisors, Llc
    Scottsdale, AZ
  • 08/2018 → 12/2021
    Lockton Investment Advisors Llc
    Scottsdale, AZ
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-23
  • S66 Uniform Combined State Law Examination
    2019-08-23

View on SEC IAPD

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