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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 | 2025-04-30 |
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 |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 10/2022 | 02/2025 |
| Summit Funding | Lee's Summit | MO | 12/2021 | 09/2022 |
| Always Speedy Appliance | Naples | FL | 08/2021 | 10/2021 |
| Cmr Construction And Roofing | Naples | FL | 03/2021 | 07/2021 |
| Wentzville Police Department | Wentzville | MO | 06/2019 | 03/2021 |
| Shrewsbury Police Department | Shrewsbury | MO | 07/2015 | 06/2019 |
| Creative Planning, Llc | Overland Park | KS | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-02 |
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