Best Investors Account Sign in
Inactive

Theresa Anderson

Creative Planning

Bismarck, ND

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2022-06-20
  • ND RA
    APPROVED
    Since 2022-06-20

Branch Locations

4228 Boulder Ridge Road, Suite 5, Bismarck, ND 58503 • United States

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
Creative Planning, Llc Bismarck ND 03/2022 Present
Keystone Wealth Partners Bismarck ND 06/2020 03/2022
Shiloh Christian School Bismarck ND 08/2019 05/2020
Kindred Public School District Kindred ND 08/2017 05/2019
Self Employed - Private Piano Instructions Fargo ND 08/2013 07/2019
North Dakota State University Fargo ND 08/2012 05/2017
  • 03/2022 → Present
    Creative Planning, Llc
    Bismarck, ND
  • 06/2020 → 03/2022
    Keystone Wealth Partners
    Bismarck, ND
  • 08/2019 → 05/2020
    Shiloh Christian School
    Bismarck, ND
  • 08/2017 → 05/2019
    Kindred Public School District
    Kindred, ND
  • 08/2013 → 07/2019
    Self Employed - Private Piano Instructions
    Fargo, ND
  • 08/2012 → 05/2017
    North Dakota State University
    Fargo, ND
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-15
  • S65 Uniform Investment Adviser Law Examination
    2022-06-15
Designations
Other Names
  • Theresa Schlangen
  • Theresa Lynn Schlangen
  • Theresa Lynne Schlangen

View on SEC IAPD

Other Firms

DAKOTA WEALTH ADVISORS LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PRINCIPAL SECURITIES, INC.

Other Investors

Trevor Thomas Leidy
TIFFANY INT VELDT
JERROLD JEROME DOCKTER
Shane Asbury
JEFFREY LEE JAPEL
Dominic Hrichena
Brennen Rossman
JAMIE LEE BINSTOCK

Other Offices

DAKOTA WEALTH ADVISORS LLC · BISMARCK, ND
OSAIC WEALTH, INC. · BISMARCK, ND
EAGLE STRATEGIES LLC · BISMARCK, ND
STATE FARM INVESTMENT MANAGEMENT CORP. · Bismarck, ND
LPL FINANCIAL LLC · BISMARCK, ND
LPL FINANCIAL LLC · BISMARCK, ND
LPL FINANCIAL LLC · BISMARCK, ND
EDWARD JONES · BISMARCK, ND

More in Bismarck, ND

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor