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Carl Jacob Bever

Creative Planning

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 2022-08-04
  • KS RA
    APPROVED
    Since 2022-08-04

Branch Locations

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
Creative Planning, Llc Overland Park KS 08/2022 Present
Unemployed Lenexa KS 02/2022 07/2022
Allstate Benefits Leawood KS 08/2019 01/2022
Broker Source Leawood KS 10/2015 06/2019
University Of Kansas Lawrence KS 01/2017 05/2019
Johnson County Community College Overland Park KS 08/2014 01/2017
  • 08/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 02/2022 → 07/2022
    Unemployed
    Lenexa, KS
  • 08/2019 → 01/2022
    Allstate Benefits
    Leawood, KS
  • 10/2015 → 06/2019
    Broker Source
    Leawood, KS
  • 01/2017 → 05/2019
    University Of Kansas
    Lawrence, KS
  • 08/2014 → 01/2017
    Johnson County Community College
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-26
  • S65 Uniform Investment Adviser Law Examination
    2022-03-26
Other Names
  • Cj Bever

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
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