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Haley Ann Elder

Creative Planning

Overland Park, KS

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 2020-08-31
  • KS RA
    APPROVED
    Since 2020-08-31

Branch Locations

5400 W 110Th St., Overland Park, KS 66211 • 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
George K. Baum & Company Kansas City MO 07/2009 02/2020
St. Andrews Golf Course Overland Park KS 04/2008 11/2017
Creative Planning, Inc. Overland Park KS 02/2020 Present
  • 07/2009 → 02/2020
    George K. Baum & Company
    Kansas City, MO
  • 04/2008 → 11/2017
    St. Andrews Golf Course
    Overland Park, KS
  • 02/2020 → Present
    Creative Planning, Inc.
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-31
S63 Uniform Securities Agent State Law Examination 2010-03-29
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31
  • S63 Uniform Securities Agent State Law Examination
    2010-03-29
Other Names
  • Haley Ann Davis

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
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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
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