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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-16 |
Branch Locations
Manhattan Beach, CA • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2014 | 05/2017 |
| Cetera Advisors Llc | Denver | CO | 05/2017 | 02/2023 |
| Cetera Advisors Networks Llc | El Segundo | CA | 05/2017 | 02/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2017 | 02/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2017 | 02/2023 |
| Girard Securities, Inc. | San Diego | CA | 05/2017 | 11/2017 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 05/2017 | 12/2019 |
| First Allied Securities, Inc. | San Diego | CA | 05/2017 | 09/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2017 | 02/2023 |
| Creative Planning Llc | Overland Park | KS | 02/2023 | Present |
1. NAME OF OTHER BUSINESS: TIRESWING MEDIA, LLC INVESTMENT RELATED: NO ADDRESS: MANHATTAN BEACH, CA NATURE OF BUSINESS: FILM AND TV PRODUCTION START DATE: 03/2017 POSITION/TITLE/RELATIONSHIP: OFFICER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OFFICER OF COMPANY 2. Name of other Business: Rental Property Investment Related: Yes Address: Redondo Beach, CA Nature of Business: Investment Property Your position: Owner/Landlord Start Date: 03/01/2016 Approx. Hours: 1 per month/ 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
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