Inactive

Sarah Lawrence Owen

Creative Planning

Overland Park, KS

CRD 7534303

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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
GA	RA	APPROVED	2022-04-14

GA RA
APPROVED

Since 2022-04-14

Branch Locations

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

3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • United States

Augusta, GA • 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
Truewealth Management	Atlanta	GA	06/2020	10/2020
Creative Planning, Llc	Atlanta	GA	10/2020	Present
University Of Georgia	Athens	GA	08/2016	05/2020

06/2020 → 10/2020

Truewealth Management

Atlanta, GA
10/2020 → Present

Creative Planning, Llc

Atlanta, GA
08/2016 → 05/2020

University Of Georgia

Athens, GA

Designations

Certified Financial Planner

Other Names

Sarah Lawrence

View on SEC IAPD

Nearby Firms

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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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