Inactive

Donna Lee Ellis

Creative Planning

Overland Park, KS

CRD 7476190

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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

Authority	Category	Status	Date
OH	RA	APPROVED	2021-12-06
TX	RA	APPROVED	2021-12-06

OH RA
APPROVED

Since 2021-12-06
TX RA
APPROVED

Since 2021-12-06

Branch Locations

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

9340 Montgomery Rd. Suite 202, Montgomery, OH 45242 • 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

Organization	City	State	From	To
Creative Planning, Llc	Cincinnati	OH	12/2021	Present
Berno Financial Management, Inc.	Cincinnati	OH	11/1997	11/2021

12/2021 → Present

Creative Planning, Llc

Cincinnati, OH
11/1997 → 11/2021

Berno Financial Management, Inc.

Cincinnati, OH

Designations

Certified Financial Planner

Other Names

Donna Lee Bishop
Donna Lee Valetti

View on SEC IAPD

Nearby Firms

MARINER INDEPENDENT

Nearby Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS

MARINER INDEPENDENT · OVERLAND PARK, KS

MARINER WEALTH · OVERLAND PARK, KS

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