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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 |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2020-03-31 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3800 American Boulevard West, Suite 1000, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 04/2019 | Present |
| The Johnston Group | Minneapolis | MN | 09/2014 | 03/2019 |
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