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Zachary Mcdonald

Creative Planning

Overland Park, KS

Charlotte, NC

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-12
  • NC RA
    APPROVED
    Since 2025-05-12

Branch Locations

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

11325 N. Community House Rd, Suite 125, Charlotte, NC 28277 • 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
Equitable Distributors, Llc Charlotte NC 02/2022 09/2024
Insulating Services, Inc. Charlotte NC 07/2021 02/2022
The Mosaic Company Bartow FL 07/2020 06/2021
Covenant College Lookout Mountain GA 08/2016 06/2020
Hornor, Townsend & Kent, Llc Horsham PA 09/2024 01/2025
Creative Planning, Llc Charlotte NC 05/2025 Present
Unemployed Monroe NC 01/2025 05/2025
  • 02/2022 → 09/2024
    Equitable Distributors, Llc
    Charlotte, NC
  • 07/2021 → 02/2022
    Insulating Services, Inc.
    Charlotte, NC
  • 07/2020 → 06/2021
    The Mosaic Company
    Bartow, FL
  • 08/2016 → 06/2020
    Covenant College
    Lookout Mountain, GA
  • 09/2024 → 01/2025
    Hornor, Townsend & Kent, Llc
    Horsham, PA
  • 05/2025 → Present
    Creative Planning, Llc
    Charlotte, NC
  • 01/2025 → 05/2025
    Unemployed
    Monroe, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
S63 Uniform Securities Agent State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2023-03-24
  • S63 Uniform Securities Agent State Law Examination
    2022-06-17
Designations

View on SEC IAPD

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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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