Francis Samuel Stasi

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

• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 03/2022 → 05/2022
  The Jayhawk Club
  Lawrence, KS
• 12/2021 → 01/2022
  Bella Napoli
  Brookside, MO
• 06/2021 → 07/2021
  Lockton Companies
  Kansas City, MO
• 04/2021 → Present
  Blue Hills Country Club
  Kansas City, MO
• 06/2020 → 07/2020
  Commerce Bank Trust Company
  Kansas City, MO
• 08/2018 → 05/2022
  The University Of Kansas
  Lawrence, KS
• 08/2014 → 05/2018
  Rockhurst High School
  Kansas City, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-30

Designations

• Certified Financial Planner

Other Names

• Frank Stasi