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Peter Xinyu Zhang

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-06-11
  • KS RA
    APPROVED
    Since 2026-06-11

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Shamrock Trading Corporation Overland Park KS 01/2024 04/2025
Umkc Kansas City MO 08/2019 01/2024
Olathe East High School Olathe KS 08/2015 08/2019
Creative Planning, Llc Overland Park KS 05/2025 Present
  • 01/2024 → 04/2025
    Shamrock Trading Corporation
    Overland Park, KS
  • 08/2019 → 01/2024
    Umkc
    Kansas City, MO
  • 08/2015 → 08/2019
    Olathe East High School
    Olathe, KS
  • 05/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-11

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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