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Susan Diane Wickoren

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-01-18
  • KS RA
    APPROVED
    Since 2022-01-18

Branch Locations

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
Fci Advisors Leawood KS 04/2016 08/2021
Kcpt - 90.9 The Bridge Kansas City MO 04/2018 10/2020
  • 08/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 04/2016 → 08/2021
    Fci Advisors
    Leawood, KS
  • 04/2018 → 10/2020
    Kcpt - 90.9 The Bridge
    Kansas City, MO
Other Businesses

Day Care Connection; Lenexa, KS; Board of Directors, President; not investment related; start date 9/30/22; 2 hours per month/0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-18
  • S65 Uniform Investment Adviser Law Examination
    2022-01-18
Designations
Other Names
  • Susan Diane Hanny
  • Susan Diane Berry

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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