Inactive

Alexander James Rodriguez Juszczak

Creative Planning

Overland Park, KS

CRD 7498194

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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
TX	RA	APPROVED	2023-08-28
NY	RA	APPROVED	2022-07-11

TX RA
APPROVED

Since 2023-08-28
NY RA
APPROVED

Since 2022-07-11

Branch Locations

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

152 W 57Th Street 24Th Floor, New York, NY 10019 • 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
The Doman Group	New York	NY	11/2017	12/2021
Creative Planning, Llc	Overland Park	KS	12/2021	Present
Columbia University	New York City	NY	08/2016	11/2017

11/2017 → 12/2021

The Doman Group

New York, NY
12/2021 → Present

Creative Planning, Llc

Overland Park, KS
08/2016 → 11/2017

Columbia University

New York City, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-11

S65 Uniform Investment Adviser Law Examination

2022-07-11

View on SEC IAPD

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Nearby Investors

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MATTHEW DOUGLAS FISHER

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