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Charlton Eduardo Gutierrez

Creative Planning

Collierville, TN

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-16
  • TN RA
    APPROVED
    Since 2026-07-16

Branch Locations

Collierville, TN • 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
Thrivent Investment Management Inc Nashville TN 07/2022 04/2023
Memphis Shelby County Schools Memphis TN 08/2014 07/2022
Thrivent Financial Appleton WI 08/2022 02/2023
Thrivent Financial Appleton WI 02/2023 04/2023
Empower Financial Services, Inc Greenwood Village CO 04/2023 07/2026
Empower Advisory Group, Llc Greenwood Village CO 04/2023 07/2026
Creative Planning, Llc Overland Park KS 07/2026 Present
  • 07/2022 → 04/2023
    Thrivent Investment Management Inc
    Nashville, TN
  • 08/2014 → 07/2022
    Memphis Shelby County Schools
    Memphis, TN
  • 08/2022 → 02/2023
    Thrivent Financial
    Appleton, WI
  • 02/2023 → 04/2023
    Thrivent Financial
    Appleton, WI
  • 04/2023 → 07/2026
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 04/2023 → 07/2026
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 07/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30

View on SEC IAPD

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