Joseph Rost

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 08/2018
  N/A
  Overland Park, KS
• 08/2018 → 11/2018
  Overland Park Golf Course
  Overland Park, KS
• 12/2018 → 01/2022
  Blue Valley Recreation Camp
  Overland Park, KS
• 05/2022 → 03/2026
  Hightower Securities
  Mission Woods, KS
• 01/2022 → 05/2022
  N/A
  Overland Park, KS
• 03/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-05-21 → 2026-03-17
  Hightower Advisors, Llc
  Chicago, IL
  Mission Woods, KS

Exams

• S66 Uniform Combined State Law Examination
  2023-04-26

Designations

• Certified Financial Planner