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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-30 |
| CA | RA | APPROVED | 2021-05-06 |
Branch Locations
Walnut Creek, CA • United States
1331 N. California Boulevard, Suite 100, Walnut Creek, CA 94596 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 11/2015 | 10/2016 |
| John Hancock Distributors | Williamsville | NY | 11/2015 | 11/2016 |
| John Hancock Funds | Boston | MA | 10/2016 | 07/2020 |
| John Hancock | Boston | MA | 10/2016 | 07/2020 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 07/2020 |
| Creative Planning, Llc. | Overland Park | KS | 05/2021 | Present |
| Aspiriant | Mountain View | CA | 08/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-18 |
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