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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-14 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Lenexa | KS | 05/2024 | 11/2024 |
| Reinert Wealth Management | Topeka | KS | 05/2022 | 04/2024 |
| Topeka Country Club | Topeka | KS | 06/2021 | 04/2022 |
| Capitol Federal Savings Bank | Topeka | KS | 07/2020 | 05/2021 |
| Greatlife Golf & Fitness | Topeka | KS | 05/2018 | 07/2018 |
| Shawnee County Parks And Recreation | Topeka | KS | 05/2017 | 09/2017 |
| Unemployed | Topeka | KS | 08/2018 | 06/2020 |
| Unemployed Minor | Topeka | KS | 09/2014 | 04/2017 |
| Unemployed Minor | Topeka | KS | 10/2017 | 04/2018 |
| Creative Planning, Llc | Overland Park | KS | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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