Best Investors Account Sign in
Inactive

Mary Elizabeth Tunakan

Creative Planning

Bend, OR

Overland Park, KS

CRD 7446900

Claim This Profile
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
OR RA APPROVED 2021-12-02
  • OR RA
    APPROVED
    Since 2021-12-02

Branch Locations

Bend, OR • 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
Creative Planning, Llc Overland Park KS 08/2021 Present
Creative Planning Legal, P.A. Overland Park KS 01/2016 08/2021
  • 08/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 01/2016 → 08/2021
    Creative Planning Legal, P.A.
    Overland Park, KS
Other Businesses

Lagree High Desert; Bend, OR; not investment related; Fitness Instructor; start date 11.6.22; 15 hours spent on this OBA/0 hours during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-02
  • S65 Uniform Investment Adviser Law Examination
    2021-12-02

View on SEC IAPD

More in Bend, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor