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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 | 2024-06-04 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services | Leawood | KS | 06/2023 | Present |
| American Century Investments | Kansas City | MO | 05/2022 | 08/2022 |
| University Of Missouri-Kansas City | Kansas City | MO | 10/2019 | 05/2023 |
| Hg + Co Accountants | Independence | MO | 01/2021 | 05/2021 |
| Genesis Health Clubs | Topeka | KS | 06/2020 | 08/2020 |
| Genesis Health Clubs | Topeka | KS | 05/2021 | 08/2021 |
| Rally House | Kansas City | MO | 09/2020 | 12/2020 |
| Topeka Tennis Association / Genesis Health Clubs | Topeka | KS | 05/2017 | 09/2017 |
| Topeka Tennis Association / Genesis Health Clubs | Topeka | KS | 05/2018 | 09/2018 |
| French Middle School And Topeka West High School | Topeka | KS | 06/2013 | 07/2022 |
| Creative Planning, Llc | Overland Park | KS | 06/2024 | Present |
Other Business Activities; Washburn Football Assistant to the Refferee (Chain Gang); Working as 'chain gang' at Washburn football games or assistant to the referee. Holding a field marker on each play of the game. ; 1700 SW College Ave, , Topeka, KS, 66621; Not Investment-Related; 09/07/2023; 1 to 9 during trading hours; 10 to 19 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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