Best Investors
Account
Sign in
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 |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Student | Columbia | MO | 01/2011 | 12/2020 |
| Bass Pro Shops | Columbia | MO | 10/2019 | 12/2019 |
| Unemployed | Columbia | MO | 01/2019 | 03/2020 |
| Academy Sports + Outdoors | Columbia | MO | 03/2019 | 01/2021 |
| Unemployed | Columbia | MO | 01/2021 | 03/2021 |
| Ss&C Technologies | Kansas City | MO | 03/2021 | 04/2021 |
| Creative Planning, Llc | Overland Park | KS | 08/2021 | Present |
| Unemployed | Kansas City | MO | 04/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
Reach out to this advisor